|
Scenario: Your organization's Direct Response Manager needs a smart field that calculates an individual constituent’s total giving amount for the last 24 months. This value will provide the monetary component of her "RFM" (recency, frequency, monetary) direct response segmentation schema. Using the "Constituent revenue application amounts" smart field definition, we will build a smart field that includes all basic gift payments (payments applied to Donations, Pledges, and Recurring Gifts) within the last 24 months and excludes soft credits and all other types of applications. We will create three value groups to group constituents based on these ranges of total giving: under $1k, $1k - $5k, and over $5k. |
| 1. | From Administration, click Smart fields. The Smart Fields page appears. |
| 2. | Click Add. The Select a smart field definition screen appears. Definitions specify how to calculate a smart field. |
For this scenario, select “Constituent revenue application amounts.”
| 3. | Click OK. The Add constituent revenue application amounts smart field screen appears. |
| 4. | On the General tab, enter a name for your smart field. For this scenario, enter "Total giving 0-24 months." |
| 5. | In the Description field, enter a description for the field, such as its intended use. |
| 6. | Under Value groups, add values as necessary. In this scenario, we add three value groups: "Under $1k," "$1k - $5k," and "Over $5k." For information about how to add value groups, see Add Value Groups to a Smart Field. |
| 7. | Select the Parameters tab. |
| 8. | In the Value to return field, select the calculation type for the smart field. For this scenario, select “Total application amount” because we want to sum all payments applied to donations, pledges, and recurring gifts. |
| 9. | In the For field, select “Constituent revenue” because we want to calculate the total giving for the individual constituent and exclude soft credits they may receive as part of a household. Alternately, you can select "Constituent revenue recognition" if you organization uses recognition programs. |
| 10. | Under Revenue types, select the revenue types to include in the smart field value. For this scenario we want to include only basic gifts so we select the Donation checkbox. |
| 11. | Under Transaction type/Application, select the application types to include in the smart field value. For this scenario we want to include only gift payments and no other commitments in the total. Under Payment, select the Donation, Pledge, and Recurring gift checkboxes. |
| 12. | You can filter revenue included in the smart field value based on a selection. In the Application selection field, search for and select the selection to use in your smart field value. For example, you can choose a selection that contains gifts to specific designations. For this scenario, leave the field blank. |
| 13. | We need to narrow the range of gifts to those within the last 24 months. Under Timeframe, in the Date range field, select "Relative dates." In the Time period field, select "Months." In the Months field, enter "24." Because you selected "Relative dates," the date range used is the 24 month period before the date the smart field was last refreshed. |
| 14. | Click Save. The smart field is added to the system and you return to the Smart Fields page. To generate values for the smart field You now must process the smart field. This makes the smart field value available for queries, reports, and in related records. For more information about how to process a smart field, see Process a Smart Field. |