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

Open Outreach → Segments → select the intended segment → Personalization. Choose Create Personalization for a new workflow or open an existing one, 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. Use Update Personalization Tokens after configuration changes. Review representative recipients with Preview personalized page before using Export All Tokens or Draft Outreach. CSV template/upload and recipient overrides are separate workflow controls; review the displayed errors before distributing links.

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.