Multi-Campaign Gift Attribution
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Peggy Yelamali
Creating this request on behalf of The Shipley School.
The team wants gifts made to a campaign page/a campaign under a campaign hub to be also counted towards a different campaign page (e.g., these gifts should be counted towards their Annual Giving page). The current system doesn't allow single gifts made under any page to be counted towards multiple other campaigns (e.g., Day of Giving page and Reunion Giving page, etc.).
Not having it configured this way so far has caused them significant issues with accurate reporting and thermometer displays. They have had to manually log these gifts and count them towards a secondary campaign page outside of Almabase. Logging these gifts on the secondary campaigns/pages on Almabase manually will create duplicates (they want one gift counted towards two campaigns/pages). The team has asked if a field called "Secondary Campaign" can be created under gift dashboard>>edit gift>>attribution>>giving page.
In the meantime, if we can suggest any alternative campaign structures till this is solved, the team would really appreciate the workaround. They don't want to solve this by having a single campaign page and having multiple campaign hubs.
J
John Carroll Rebstock
To further elaborate on the issue, the primary difficulty we're facing is that a single gift could have multiple relevant properties, and therefore should be reflected in multiple categories at once, rather than the strict 1:1 relationship enforced by the current structure. A gift given on the Day of Giving by a member of a reunion class should be credited to the reunion class total as recorded in that campaign hub, but is also part of the total received on the Day of Giving, and needs to count to that thermometer as well. If given through the Day of Giving page, it only appears there, and doesn't boost the reunion class hub; if given through the reunion class page, it will add to the total in the hub, but would not be reflected on the Day of Giving thermometer. Whichever campaign we associate the gift with, one of them will always be inaccurate.
Enabling secondary campaigns for a given gift would allow us to have the gift "live" in one place, for lack of a better term, within the system, but identify it as something to be counted to an additional campaign where applicable, without having to create duplicate entries that might not be identified accurately when looking at giving across all Almabase pages.
There are a number of issues with the "single campaign page, multiple campaign hubs" option, but one of those relates to how the reunion campaigns function on our end. People's gifts are allocated to a reunion hub on the basis of selecting their class year on the pre-payment form, but not every class has a hub, and not every donor understands that we only need answers to that question from members of a given reunion class. When asking these questions in the past, we have gotten parents of alumni selecting their children's class year, which creates more work for us as we have to manually unwind those gifts from the campaign hub. Segregating reunion giving to a separate page limits the chance of issues like that occurring.