The Previous Contribution tools allow you to manually or automatically set each supporter’s Highest Previous Contribution (HPC) or Most Recent Contribution (MRC), which can then be used to offer a next suggested gift in emails and pages.
If you would like to use these tools they will need to be enabled in your account first. To enable them you can go to your Account Settings under Hello (Username) in the top left.
Once you are in the Account Settings page, you will need to click on Previous Contribution in the left menu. This will allow you enable ‘HPC’ and/or ‘MRC’ and configure the settings for it. Options include how ‘HPC’ and/or ‘MRC’ should be found, how far back and which transaction types should be used to ascertain a supporter’s previous contribution.
If you would like to use ‘HPC’ or ‘MRC’ in your account, clickand the settings will be exposed.
You’ll see two options here to determine how you’d like to set the HPC and/or MRC – either via Engaging Networks Transactions or Imported Data:
- Engaging Networks transactions – allows the platform to automatically calculate the HPC and/or MRC based on the transactional data in your account.
- Imported Data – should be chosen if you have an external service that is handling the ‘HPC’ and/or ‘MRC’ calculations, such as through Salesforce or ROI Solutions. If you choose this option, you can import the ‘HPC’ values using the HPC Value and HPC Currency fields or ‘MRC’ values using the MRC Value and MRC Currency fields during a standard supporter import. For a guide to importing supporters click here.
If you choose to determine the HPC or MRC via Engaging Networks transactions, then the Time Period tells the platform the number of months to look back on to find a supporter’s previous contribution.
Transactions Generated in Pages
If you choose to determine the HPC or MRC via Engaging Networks transactions, then you can select which transaction types a supporter’s Previous Contribution should be derived from. You can select a type by clicking its box or choose every type by clicking the ALL button.
If you are using our Events Module, you can also include those transactions in the ‘HPC’ or ‘MRC’ calculation if desired.
After you have chosen your settings click to confirm your settings.