'Reason for Conversion' in Regular Giving

Andrew Eisenhauer

Hi All,


We've come from a Salesforce product where, from a drop down, you could choose how people became a regular giver (eg, phone conversion, appeal donation form, online etc).


Any tips for how we might be able to replicate something like this in RE?


Thanks in advance,

Andrew

Aaron Rothberg

Hi Andrew-


Assuming you have clearly defined what "regular giver" means so you know who to track, you could create a new Constituent Attribute called something like, "Regular Giver Source" (or "Reason for Conversion" or whatever language makes the most sense for your organization) and make that Attribute a table populated with your comprehensive list of Regular Giver sources. Check the Attribute Active checkbox and Only Allow 1 per Record checkbox, but don't check the Required checkbox or else all constituents will need to have a value. My $0.02.

Cassondra Farris

Andrew Eisenhauer:

Hi All,


We've come from a Salesforce product where, from a drop down, you could choose how people became a regular giver (eg, phone conversion, appeal donation form, online etc).


Any tips for how we might be able to replicate something like this in RE?


Thanks in advance,

Andrew

Hi Andrew, 


Great question! We have not set up our regular givers in RE and this is a great idea to do so. Aaron- thanks for the how to.  

Andrew Eisenhauer

Thanks Aaron - that makes perfect sense and seems the most logical way to track the conversion reason.


Thanks for the quick response.

Andrew

Heather MacKenzie

What Aaron Rothberg‍ suggested is exactly how my database handles this situation.