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

Updated

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.
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  2.  
  • 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.

    IMPORTANT NOTE: Leave all other columns AS IS
     
  • Save your changes to a .csv format
  • Edit the columns in the .csv file with any additional personalization data. Use the following columns:
    1. greeting_name: The greeting name for the donor (e.g., a preferred first name or nickname). Leave blank to default to the constituent’s first name.
    2. greeting_message: A personalized message displayed at the top of the giving form.
    3. default_ask_amount: The pre-filled gift amount in the form’s gift amount field. We recommend copying one of your generated suggested ask amounts here.
    4. suggested_ask_amount1 through suggested_ask_amount6: Up to six suggested ask amounts to be displayed as buttons. Copy the AI-generated values into these fields as needed.
    5. designation_1_name / designation_1_backend (through designation_5_name / designation_5_backend): Pre-fill up to five designations. The “name” column defines the display label, and the “backend” column holds the fund code.
  • Navigate to your personalization in GC Outreach (Outreach > your segment > the personalization you're updating). Click Edit with .CSV, then drag and drop or click to select your updated .csv file. Once your file is selected, click Update Personalization Tokens, and then click Continue in the confirmation dialog to submit.

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    Note: The .csv file you upload must not exceed 20MB.

    Once submitted, GiveCampus processes the CSV file and displays live updates on the personalization page. A confirmation appears when processing completes, so you can proceed to STEP 3 in this article without waiting.

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