Dynamic Ask Level Labels?

Alex Vanderweele:

Thanks Sara! Very helpful.

Hi there,

Picking back up on this project from a few months ago. I don't actually know how to update my own HPC. Can you let me know?

Thanks.

Sara Hoffman:

Hi Alex -

 

It's fairly common if you have an external data sync to bring over values like HPC so that offline and online transaction amounts are accounted for. These values would be housed in Cons360 under "Additional Information" as custom monetary fields.

 

If you don't have a datasync but do have another database, you can import information into "External" fields under then "Transaction Information" area on Cons360 using the Custom Constituent Import. You can choose from the following::

• External First Gift Date
• External First Gift Amount
• External Last Gift Date
• External Last Gift Amount
• External Lifetime Gift Amount
• External Lifetime Gift Count

If you're only after native online transaction information to create your dynamic ask string, you can choose from the following:

• First Transaction
• Last Transaction
• Largest Transaction
• Previous Year Total
• YTD Total
• Recurring Gift Amount

All of these optiosn are available when configuring the donation level gift amounts.

Thanks again for your help on this. 

I tried to do a Custom Constituent Import to increase my personal "Largest Transaction Amount" to 200, but when I get to the step for mapping fields, I don't see it any of the fields that you have mentioned as options for me to map.

Under "Transaction Information", I only see the following fields that I can map to:

*Frequency PCTL

*Lifetime Alert Response Count

*Monetary Value PCTL

*Previous Year Alert Response Count

*Recency PCTL

*YTD Alert Response Count

None of these are that helpful. Is this our own internal admin settings? Do I need to contact support to tell them to turn these fields "ON" for import?

Sara Hoffman:

It would be a Database Configuration setting that determines whether or not those fields are turned on or are editable by administrators / users.

 

If you are an "Advanced Site Administrator" - above a "Site Administrator" - you can view these fields and flips their respective switches. Otherwise, you'll need to ask Support to activate them for you.

Thanks again. I successfully set myself up as having $100 "Largest Transaction Amount" which is the field that I am basing the dynamic asks from.

The dynamic ask levels are now working from a test drive within the form itself. 

However, when I test an email with a link to the form, it is not working. I used the &autologin=true parameter to make sure that the database info should come over to the form, but is there something else I am missing? I also tried clearing my browser's cache, cookies and using a different browser and that didn't work either -- it was still just displaying the default amounts.

Here's the link, not that autologin will work for you...:

https://secure.earthjustice.org/site/Donation2?5240.donation=form1&df_id=5240&autologin=true