Constituent Code Analysis for Campaigns, Funds, or Appeals

To quickly gauge which types of supporters are engaged and contribute the most to your success, analyze the giving toward your fundraising efforts — overall, or for specific campaigns, funds, or appeals — by their donors' primary constituent codes.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

To analyze overall giving received in response to your appeals, select Fundraising, Analyze, Appeals or Reporting, Appeals. Under Appeals by constituent code, you can quickly compare how much your 20 top-grossing active appeals acquired and how much each primary constituent code contributed.

To analyze overall giving toward your campaigns, select Fundraising, Analyze, Campaigns or Reporting, Appeals. Under Campaigns by constituent code, you can quickly compare giving toward your 20 top-grossing active campaigns and how much each primary constituent code contributed.

To analyze overall giving toward your funds, select Fundraising, Analyze, Funds or Reporting, Appeals. Under Funds by constituent code, you can quickly compare giving toward your 20 top-grossing active funds and how much each primary constituent code contributed.

To analyze giving received toward or in response to a specific fundraising effort, open the record of the campaign, fund, or appeal. Under Gifts by constituent code, you can quickly compare the giving toward or through the campaign, fund, or appeal from each primary constituent code.

Tip: To view a list of gifts included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

With this information, you can quickly gauge which types of donors are engaged and have a larger impact on the fundraising effort. To help increase giving, we recommend you prioritize interactions with your engaged donors and craft targeted appeals and communications to strengthen relationships with those less engaged.

Tip: A donor may have many affiliations with your organization, and their primary constituent code may not always reflect their motivation to give. For additional context of why someone gives, you can track the applicable constituent code on gifts. For more information, see Gift and Marketing Codes.

Tip: For details about a campaign, fund, or appeal, select its description to open its record. For more information, see Campaign Records, Fund Records, or Appeal Records.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information. If no one at your organization has used the reports in over a month, the initial data refresh might take up to 24 hours.