Creating a Personalization to include both External & Internal transaction info

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Josh Mumm
Josh Mumm
Seventh Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
A few months ago, we switched our donation forms to ActBlue, and now our donor data goes from ActBlue > RE > Luminate. This means that our ActBlue donations appear as "external transactions" on consituent records in Luminate. 


Here is the problem: Our emails often use personalization where we insert the "Donation History > Largest Transaction Amount," to personalize emails with the highest previous donation field. The problem is that this field does NOT include external transactions. 


Does anyone know how to create a personalization to include BOTH "transactions" and "external transactions"? 


It seems like we can create unique "additional information" personalizations, but I'm unaware of how to do this.


Thanks!
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  • Jeremy Reynolds
    Jeremy Reynolds
    Ancient Membership 100 Comments 25 Likes Name Dropper

    Josh Mumm:

    A few months ago, we switched our donation forms to ActBlue, and now our donor data goes from ActBlue > RE > Luminate. This means that our ActBlue donations appear as "external transactions" on consituent records in Luminate. 


    Here is the problem: Our emails often use personalization where we insert the "Donation History > Largest Transaction Amount," to personalize emails with the highest previous donation field. The problem is that this field does NOT include external transactions. 


    Does anyone know how to create a personalization to include BOTH "transactions" and "external transactions"? 


    It seems like we can create unique "additional information" personalizations, but I'm unaware of how to do this.


    Thanks!

    There are a couple of external gift fields, if I'm not mistaken. Have you tried external_largest_gift_date and external_largest_gift_amount?
      transactions - [[S1:largest_trans_amount]]
      external transactions - [[S1:external_largest_gift_amount]]

  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    You could also add the E130 tag to use the larger of the two values. I think that would look something like this:


    [[E130:[[S1:largest_trans_amount]] [[S1:external_largest_gift_amount]] > [[S1:largest_trans_amount]] [[S1:external_largest_gift_amount]] ?]]


    BPM

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