Manage personalization, constituents, tags, and Smart Ask Amounts

Tags: product:online-giving intent:personalization intent:constituent intent:tag intent:smart-ask

For the current workflow, build or open an audience under Outreach > Segments, select the segment's Personalizations tab, and choose Create New Personalization. Give it a unique name, connect it to a Campaign or Giving Form, and configure the greeting, designations, and ask amounts. The earlier Online Giving > Personalization area remains available for legacy personalization records and tags, but it directs new personalization work to GC Outreach when the new workflow is enabled.

Personalized experiences depend on a recognized constituent/link and the imported values. Keep a stable constituent identifier, use exact tag names, and preserve formatting required by the upload template. Test with a non-sensitive sample record and the issued personalized link before a broad send.

Personalization does not require a donor to sign in or authenticate. Do not put private or sensitive information into a greeting, URL, or other personalized content. A segment member whose constituent ID cannot be connected to a School-Level Data Importer constituent does not receive a generated token. Solicit codes configured to disable Personalization can also exclude a constituent.

In Ask Amounts, choose one of three sources:

• Use Smart Ask Amounts uses available GC Intelligence values. Choose Single Ask, Three Asks, or Six Asks, then select Aggressive (encourage upgrades), Neutral (balance upgrades and renewals), or Conservative (optimize for renewals).
• Use Constituent's Imported Ask uses the single Ask Amount mapped for that constituent in the School-Level Data Importer.
• Use Manual Ask Amounts displays only values entered for individual tokens or uploaded with the personalization CSV.

Smart Ask availability requires the data checks shown in the interface: required constituent and gift fields, at least 1,000 imported gifts or gifts for at least 10% of the constituent base, a giving-history span of at least five years with gifts in the required prior years, and a gift within the last six months. After a qualifying data import, the page can show that updated data is processing for up to 24 hours. These requirements establish availability; the exact prediction formula and feature entitlement are not customer-editable.

From the personalization page, administrators can edit individual tokens or selected tokens, override greeting/designation/ask values, export the people and tokens, and use Edit with .csv when enabled. A manual override belongs to that personalization; do not assume it becomes a universal ask amount for the constituent in every segment. The generated link carries the configured experience to its connected campaign or form.

Smart Ask Amounts are feature-controlled and are not a universal replacement for a form's default suggested amounts. A visitor without a valid personalization token or usable personalized asks receives the form's configured fallback experience.