Appeal ID tracking

Tilda-Marie Silao · September 2017

We are trying to track how a donor heard of our campaign. Would setting up separate appeals for the same campaign be a good way to track through net community? Or does anyone have other suggestions?

Thank you,

Tilda Silao, Catholic Charities of Southern Nevada

Melissa S Graves · September 2017

I do not recommend using appeals for anything other than how was the gift solicited. I would consider a gift attribute for something like this.

Tilda-Marie Silao · September 2017

Can you explain how you use the gift
attribute? Is it linked to net community on the website?

Thank you,

Tilda

Tilda Silao |
Development
Coordinator
Catholic Charities of
Southern Nevada
P:
702.387.2275|F:
702.384.0677 |
tsilao@catholiccharities.com
Giving help and hope
to people in need regardless of race, religion or
creed.

Tilda-Marie Silao · September 2017

Can you explain how you use it in gift attribute? Does gift attribute link to Net Community via the website? Thank you

Tilda-Marie Silao · September 2017

Melissa Graves:

I do not recommend using appeals for anything other than how was the gift solicited. I would consider a gift attribute for something like this.

How would you know how the constituent hear of the campaign?

Joanne Felci 2 · September 2017

Tilda - is this 'how did you hear of the campaign' a question you are asking people or are you basing the how did they hear from the donation form itself?

If it is a question, you can add that to the donation form and tie it to a gift attribute that pulls in with their donation

If it is the latter, then I believe you would need to manually enter - or global, thru an import - the attribute

Melissa S Graves · September 2017

Tilda-Marie Silao:

Can you explain how you use it in gift attribute? Does gift attribute link to Net Community via the website? Thank you

I do not use BBNC so you may want to ask this in a NetCommunity specific discussion forum and not in the general gift entry forum.

Tilda-Marie Silao · September 2017

Hello Joanne,

It is the ‘how did you hear of the campaign’
as we will be sending a direct mail, along with a TV spot, and then
emailing. In the “new Appeal” under the Attributes/Expense
tab, is this where you would add the direct mail, tv, emailing,
etc.? We will be able to add this to the website so donors
can make a choice of how they heard?

Are you suggesting not to use several Appeal
IDs in order to track the different appeals for the same
campaign?

Thank you,

Tilda

Tilda Silao |
Development
Coordinator
Catholic Charities of
Southern Nevada
P:
702.387.2275|F:
702.384.0677 |
tsilao@catholiccharities.com
Giving help and hope
to people in need regardless of race, religion or
creed.

Joanne Felci 2 · September 2017

Yes, I agree with Melissa and would not use an appeal code for this, but would use a gift attribute that you - or your database admin - can set up with the pull down options you request

You want to make sure that however you have the attribute description in RE, that the text matches exactly in the choices you put on the donation form

Were you wanting to track income from the various how did you hear about us answers? (you mention the attribute/expense tab on the appeal so I'm confused)

This suggestion is setting up a gift attribute, which you can then run reports on to see the totals for various channels (I think I've done this through gift summary financial reports before), you can also export the information to analyze it that way

Good luck!

Joanne

Melissa S Graves · September 2017

Now that I understand this better:

If you send an email, a mailer, have radio spots, facebook ads and have it on your website and send them all to the same giving page and are then going to ask "how did you hear about us?" then yes, those could be appeals. If at all possible, though, I would recommend using separate giving pages and have the email go to one giving page, the mailer to another, a dedicated URL for radio ads, etc. and then not have to ask your constituents - that would be even better and each would definitely be it's own appeal.

When you are not in an active campaign with a multi-channel approach and just are collecting gifts online - for those who just come to your website and could go there prompted by just about anything, then I would have the appeal be website and then ask the question, how did you hear about us as a gift attribute. I would consider that more of a survey question and not actually tracking an appeal.

Tilda-Marie Silao · September 2017

Yes, we want to track both the donation and how they heard about the campaign.

If using the gift attribute, would you add it to the CONFIG > ATTRIBUTES > GIFT?

Tilda-Marie Silao · September 2017

Thank you Melissa. That is the original plan as we were going to have separate Appeal IDs for each appeal for the same campaign.

You were all very helpful! Thank you to everyone!

Tilda

Melissa S Graves · September 2017

Happy to help. I think that the confusing part was the "how did you hear about our campaign?" because appeal ID does not equate to that, even in the scenario we described. Someone may have heard about your campaign first on the radio but then got your email and then decided (or finally had the time) to give.

So really Appeal ID is what method prompted your gift. Even at that it is not 100% accurate as we know often it is the combination of the multitude of ways we reach out (hence why we do multi-channel campaigns) and the way they end up giving was either the "last straw" or the "easiest way to give" either way - it helps you determine at least the one way that worked for that constituent.

"How did you hear about our campaign?" is a whole other survey for marketing purposes that would round out this data but is hard to layer over on top of giving as asking too many questions during an online giving session is one great way to get people to NOT complete their gift.

Appeal ID tracking

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