[RESOLVED] How to apply source channel at person, gift and pledge level« Back to Questions List

Following a number of queries we have received regarding data supply, here is some clarification on how to apply source channel at person, gift and pledge level
Posted by admin
Asked on 29/03/2018 10:19 am
0

An example donor X started donating (in a F2F campaign) to organisation Y on 1st of January 2015 with a monthly pledge of $100. In September 2015 they made an online upgrade, modifying their original pledge donation to $150. They then lapsed in February 2016, but were reactivated in August 2016 via telemarketing that modified their pledge donation to $200.

In the table Account / Person level. The Original recruitment channel field will be F2F.

But in the Gifts table
• The donor gifts from January 2015 to August 2015 will have a source channel of F2F.
• The donor gifts from September 2015 to February 2016 will have a source channel of Digital.
• The donor gifts from August 2016 to date will have a source channel of Telemarketing.

Likewise in the Regular giving pledge table
• The initial pledge will have a pledge source channel of F2F.
• If a new pledge is created when the donor upgrades in September 2015, then that new pledge would have a pledge source channel of Digital.
• If a subsequent new pledge is created when the donor reactivates in August 2016, then that pledge would have a pledge source channel of Telemarketing.
• If no new pledge is created, then the source channel of the initial pledge applies (i.e. F2F).

Posted by admin
Answered On 29/03/2018 10:19 am