Constituent Data Update Requests

This feature is currently being rolled out to GC GO schools. If you would like it enabled for your school, please reach out to giftofficer@givecampus.com.

Your frontline fundraisers and student callers are your best source of fresh constituent information. Using Constituent Data Update Requests your team can pass along a new cell number or a job change without ever leaving the context of the screen they're on. Nightly you'll receive a file to update your CRM alongside your other GC Gift Officer files.

How It Works

1. Within the Constituent Side Panel of the Task view, click the “Request Update to Constituent Data”

   

2. Pick the field you want to update and enter the new information.
3. Several fields can be included in one request (see below for currently supported fields)
4. For a phone number that is disconnected or belongs to someone else, use the flag option instead of entering a new value.
5. For an address, choose the address type and indicate whether this is a new address or a correction to an existing one.

6. Submit the request. You will see a confirmation that it has been sent.

    

What fields are supported today?

Currently this feature natively supports the following data:

• names
• addresses
• phones
• emails
• class year
• employer
• title
• solicit codes
• prospect status
• prospect classification

For anything else, use the free text "Note" field.

What information comes across in the nightly file?

• Request ID
• Requestor User ID (requestor's CRM/external ID)
• Requestor Name
• Requestor Email
• Constituent ID
• Constituent First Name
• Constituent Last Name
• Field Name (e.g. cell_phone)
• Action Type (add / change / remove)
• Requested Update (the new value or "Disconnected"/"Wrong number" for phone fields)
• Requested At (UTC timestamp)

• Notes

   

Other things to know

• Submitting a request does not change the constituent record in GC GO. Your school's data team reviews the request, updates your CRM, and the change appears in GC GO on the next data sync.
• Requests are delivered to your school in a nightly file, with one row per requested field change.
• You need at least one field filled in to submit a request.
• Gift Officers can submit from the constituent record and from a Task. Student callers submit from the Task view.