GC Outreach + Online Giving: Adding Additional Data to Personalization Links w/ Smart Ask Amounts

This article will walk you through step by step how you can choose to pair smart ask amount generated links for constituents with additional personalization data available to customize per person on a giving form or campaign form.

Start here with this article for a step by step guide on generating ask amounts and using it in outreach

These instructions will be between steps 2 and 3 in the above article so make sure you complete steps 1 & 2 before coming here! 

1. Export your smart ask amounts you just generated. Do this by clicking on the smart ask amount segment you created links for and want to personalize additionally. This will export your full set of personalization data that will be used in the experience for donors including the smart asks generated on this page.
   
    
2. Edit the columns in the .csv you just downloaded with any additional data you want to personalize including:
   1. Greeting Message: will display at the top under their name. You can choose to make this the same for everyone or personalize it for individuals in your segment.
   2. Display Name: will replace First Name as a different name if you would like to use that instead. leaving it blank will continue to personalize their form with First_Name instead
   3. Ask Amount: will fill in the FORM FIELD for the ask amount. If you choose to fill this in, we recommend picking one of the suggested ask amounts you just generated as a column. Copy/paste the values over to this column to do that.
   4. Designation, Designation Amount: will pre-fill a designation and amount for that designation in the form itself
      
       
3. Make changes to suggested ask amounts here that were generated from AI directly in the .csv. Doing so here removes a step of editing them in the UI. If you have already done that in the UI, you can skip this step.

   Ask amount formatting for CSV uploads

   When you upload your personalization CSV, the system accepts formatted currency values in the ask amount columns. The uploader automatically removes currency symbols, commas, and other non-numeric characters, converting the cleaned value into a numeric amount for the form.

   Supported columns:

   • default_ask_amount
   • suggested_ask_amount1 through suggested_ask_amount6

   Examples that convert automatically:

   • "$100" → 100.0
   • "$1,000" → 1000.0
   • "USD 500" → 500.0
   • "1000 dollars" → 1000.0

   Edge cases and errors:

   • Non-numeric values (e.g. "abc") fail validation and produce a "not a valid amount" error, displaying the original value.
   • Negative numbers (e.g. "-50") fail validation with a "must be greater than 0" error.

   Practical notes:

   • You no longer need to remove dollar signs or commas before uploading—paste values as they appear.
   • If a row fails validation, use the error message to locate and correct the value, then re-upload your CSV.
   • To upload personalization data, navigate to Online Giving > Personalization > Data Upload.
   
   
   IMPORTANT NOTE: Leave all other columns AS IS
    
4. Save your changes to a .csv format
    
5. Navigate in product to Personalization > Data Upload, choose your file, and click "Upload Constituent Data. Review the rows and click "Looks Good"
   
    
6. The message will tell you it will take 15-30 minutes to process these changes which is true, but you don't have to wait to create your outreach so now it's time to move to STEP 3 in this article and continue to build your email!