Smart Ask manual overrides are workflow-specific

These instructions apply to the personalization editor that offers Ask Amounts and an override CSV. Older personalization screens may offer different controls.

A personalized giving link can use generated Smart Ask Amounts or amounts you upload for that personalization. An uploaded amount overrides the generated amount for that person in that personalization; it is not a school-wide setting for the constituent.

Can I leave a donor's ask columns blank to turn off Smart Asks?

No. Blank cells are not an instruction to suppress generated Smart Asks. If all ask-amount columns are empty throughout the uploaded file, those columns are ignored and existing overrides stay unchanged. When a file includes ask amounts for some rows but all the ask cells for a particular person are blank, that person's uploaded ask override is removed. If the personalization uses Smart Ask Amounts, their generated amounts can then appear again.

How can selected people receive standard amounts instead?

Use either of these approaches:

• Create a separate segment for those people, excluding them from the original send. Open Outreach → Segments → select the segment → Personalizations → Create Personalization, choose the campaign or giving form, and leave Ask Amounts unconfigured. Keep the other personalization choices you need. Visitors then use the form's general suggested amounts, subject to that form's settings.
• Keep the existing personalization and upload explicit amounts for those people. Use its override CSV and populate suggested_ask_amount1 through suggested_ask_amount6 as needed. Each supplied amount must be greater than zero. If you supply default_ask_amount, it must equal one of that row's suggested amounts. Do not use zero or blanks as a suppression instruction.

Review the imported results and test representative personalized links before sending. If the form also uses Dynamic Ask Amounts, review that form's settings when you need everyone in this group to see the same amounts.

Does an override apply to other personalizations?

No. Review the selected strategy, number of amounts, and overrides in each personalization separately. For a printed mailing, use a reviewed fixed export; do not assume an edit to one personalization locks the constituent's amounts everywhere.