Creating and Embedding a Dynamic Ask Component
If the donation form contains a User Entered Amount donation level
(which typically displays as the Other Amount field
on a donation form), you can embed a Dynamic Ask component on a PageBuilder
page or an email and configure it to suggest different monetary amounts when
the person follows the link to this donation form.
Understanding the Dynamic Ask Component
A Dynamic Ask should typically display as a question with an amount (like,
Can you help us with a $10 donation?). The $10
amount is dynamically calculated and replaced with the appropriate value
for the donor based on the method selected to determine their previous
giving history (for example, the total amount they gave to
your organization last year) plus the percentage and monetary accelerators
you configure into the component. When the person clicks the amount, the
donation form displays with this amount entered in the Other Amount
field on the form.
For example, the following may display on a site web page or in
an email.
When the donor clicks the link, the donation form displays with the
Other Amount prefilled with the calculated value.
To ask the donor to choose between several increased amounts (like,
"If you could give $50, $75 or even $100, you could provide support for
our organization"), you can add multiple components. The
Other Amount on the donation form will pre-fill with
the amount the donor clicks on.
You can also use a Dynamic Ask component to calculate a suggested
donation that is not linked to a donation form, which might be useful
if the donor can select from different forms based on their interests.
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Working with the Dynamic Ask Component
To work with a Dynamic Ask component:
-
In the appropriate insertion point in your open content editor of a
PageBuilder page or email, type in a statement or phrase that introduces
the component (for example, Could you consider giving") and
position the cursor where you want to add the Dynamic Ask component.
-
On the toolbar in the content editor, click the
Insert Component icon.
-
In the Insert Component pop-up, click
Donation in the Component Type pane
and click Dynamic Ask in the Component
pane.
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In the Configure Component pop-up:
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For Donation Form, click the name of the form from
the drop-down.
.
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Choose whether to Start the calculation with the:
-
Highest Previous Contribution, which is the largest
donation recorded in the history of the donor
-
Most Recent Contribution the donor has made
-
Year-to-Date Total of the donations given by this
donor
-
Last Year Total Giving, which is the total amount of
donations from the previous year
-
Enter the default/minimum value to use for a donor
who has not given previously or gave only a very small donation.
-
Provide the amount to add to the base amount by entering
a percentage (like 10%), a monetary amount,
or both. (For example, you can enter a 10% increase plus a $10 increase,
a 10% increase, or a $25 increase.)
-
Optionally enter the rounding for the final suggested
figure.
-
Click Insert.
-
To add another amount, add a comma and then repeat the steps above to
insert another Dynamic Ask component. For example, you need to add 3
components to dynamically ask the donor to "Give $50, $100, or $200
this year".
-
Complete the sentence and/or punctuation around the components to have them
make sense.
Note: The component supplies only the calculated monetary amount
so you must enter all surrounding text and punctuation.
-
Save your changes and complete your email or page according to your
standard procedures.
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