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Custom Data In Plans

Victoria Carlin O'Brien (Past Member)
$organization

Hallo all,

We're looking to add custom data into our Plans screen and I was wondering what other organisations have found useful to put in there? Do you generally use freetext or dropdown fields?

Since our corporate/trust/capital and individual teams use Plans differently, I'm especially wondering what all-encompassing fields you use?

Thanks!

Victoria 

Parents
  • $organization

    Hi Victoria, 

    Here are the custom fields we are using at Seattle Opera:

    Custom Fields:

    • Letter Segment - used for solicitation letter versions, options update periodically throughout the year based on segmentation strategy.
    • Monthly Ask - Pre-populated based on ask level, but broken down into appropriate monthly amount (i.e. $100 ask gets $10 a monthly ask).
    • Adjusted Ask - the amount used in a single appeal to get them to their overall ask for the year. Calculated in stored procedure based on Plan Ask minus Plan Cont Total. If we want them to get to $1,000 (Ask) and they have already giving $500 (Cont Total), the adjusted ask is $500. 
    • Sub Renewal Segment - used for subrenewal solicitations only
    • Online Sol Disabled - if this is selected, they will not receive a custom solicitation in the shopping cart.
    • Forecast Total - this is the total amount expected from the donor for the campaign of the plan. 

    Hope that helps!

    Rob

Reply
  • $organization

    Hi Victoria, 

    Here are the custom fields we are using at Seattle Opera:

    Custom Fields:

    • Letter Segment - used for solicitation letter versions, options update periodically throughout the year based on segmentation strategy.
    • Monthly Ask - Pre-populated based on ask level, but broken down into appropriate monthly amount (i.e. $100 ask gets $10 a monthly ask).
    • Adjusted Ask - the amount used in a single appeal to get them to their overall ask for the year. Calculated in stored procedure based on Plan Ask minus Plan Cont Total. If we want them to get to $1,000 (Ask) and they have already giving $500 (Cont Total), the adjusted ask is $500. 
    • Sub Renewal Segment - used for subrenewal solicitations only
    • Online Sol Disabled - if this is selected, they will not receive a custom solicitation in the shopping cart.
    • Forecast Total - this is the total amount expected from the donor for the campaign of the plan. 

    Hope that helps!

    Rob

Children