Use personalized workflows, ask amounts, and recipient overrides

For school administrators using GiveCampus Outreach. Controls can differ between the classic email editor and the newer Composer editor.

How to use

Where enabled, open a segment’s personalized workflows, select the target fundraising experience, and configure the supported personalization. Review affected people and use the person-level override controls when a specific recipient needs a different value. CSV template/upload and exports are available in the workflow area.

Online Giving also has Personalization, Tags, Data Upload, and Smart Ask Amounts screens. Keep these distinct from a generic marketing tracking link. Use the generated recipient-specific link and preview its result for the intended person.

Troubleshooting

Check missing required biographical data, selected target, matching constituent, workflow, and overrides. Before changing a workflow, review affected overrides where offered. Never publish a personalized link to a broad audience or infer that an ask amount prediction is a fact about someone’s finances.

Account-specific settings

Review the ask source and any recipient override in the selected workflow. Ask Support to check your configuration if the resulting amounts differ from expectations.