How do I pull a report in Teamraiser based on percentage of goal?

Sarah McKinnon

Hello,

 

I'd like to pull a report and be able to segment Teamraiser participants based on the percentage of their fundraising goal they've reached.

 

I'd like to segment to be able to send coaching emails to those who have reached 100% or more and those who haven't yet reached their goal. I've found a report to display the information, but I can't seem to find out how to be able to use results to add to a group.

 

I've also come across the milestone report, but this doesn't correlate to the goals the participants set for themselves.

 

Does anyone have experience with this?

Kent Gilliam

Hi Sarah,

 

So I tried an number of things and I couldn't find a very simple way of doing this without generating a csv file using Report Writer "Gift Summary by Participant" report. The only thing I could come up with is running this report and having it generate the "Total of All Confirmed Gifts ($)" and the "Participant Goal($)" columns. You can generate the report and then download the csv file and sort it so you can see those who haven't met their goals. There is not a way to determine % of goal reached. You can then upload those who haven't reached their goal to a Group and use that Group as your target group. I would recommend using the S48 tag to dynamically display the participant's fundraising info:

 

Days Left to Fundraise:

[[S48:{insert FrID}:days-to-event]]

 

My Goal:

[[S48:{insert FrID}:goal]]

 

Dollars Raised:

[[S48:{insert FrID}:dollars]]

 

Emails Sent:

[[S48:{insert FrID}:emails-sent]]

 

Since you'll be sending this email to those you know have not reached their goal then this will show them what their goal is, how much they have raised toward that goal and how many days they have remaining, as well as show them how many emails they have sent which you can highlight sending emails as the best way for them to reach their goal.

 

I hope someone has another option but I've been using LOM for nearly 10 years and this is the best I could come up with.

 

Kent

Sarah McKinnon

Kent Gilliam:

Hi Sarah,

 

So I tried an number of things and I couldn't find a very simple way of doing this without generating a csv file using Report Writer "Gift Summary by Participant" report. The only thing I could come up with is running this report and having it generate the "Total of All Confirmed Gifts ($)" and the "Participant Goal($)" columns. You can generate the report and then download the csv file and sort it so you can see those who haven't met their goals. There is not a way to determine % of goal reached. You can then upload those who haven't reached their goal to a Group and use that Group as your target group. I would recommend using the S48 tag to dynamically display the participant's fundraising info:

 

Days Left to Fundraise:

[[S48:{insert FrID}:days-to-event]]

 

My Goal:

[[S48:{insert FrID}:goal]]

 

Dollars Raised:

[[S48:{insert FrID}:dollars]]

 

Emails Sent:

[[S48:{insert FrID}:emails-sent]]

 

Since you'll be sending this email to those you know have not reached their goal then this will show them what their goal is, how much they have raised toward that goal and how many days they have remaining, as well as show them how many emails they have sent which you can highlight sending emails as the best way for them to reach their goal.

 

I hope someone has another option but I've been using LOM for nearly 10 years and this is the best I could come up with.

 

Kent

Thanks Kent. I like the idea of the using the s tag to personalize the email even further. Is there a guide on how to use these in emails?

Kent Gilliam

Sarah McKinnon:

Thanks Kent. I like the idea of the using the s tag to personalize the email even further. Is there a guide on how to use these in emails?

We have several TeamRaiser kits with email templates that have all of this code. Really you can place these in the WYSIWYG or in code view wherever you want them.