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Lookup Supporter Gadgets – Activity Summary

The Lookup Supporter’s Activity Summary gadget shows categories of supporter activity. You can also customize which categories appear and the data displayed depending on your needs.

Categories

There are thirteen categories, as follows.

Total Gifts to Date

Displays the grand total of all donations made by the supporter to date.

  • Summary – count of total gifts to date
  • Detail – shows a count of total single and recurring gifts to date, including the total of the donations made for each. The grand total of all single and recurring gifts is also included.
  • Grouped by currency type.

Recent Recurring Gifts

Displays the last 3 numbers of recurring donations made by the supporter.

  • Summary – total number of gifts made by the supporter for each of the campaigns included in the detail view.
  • Detail – shows the campaign reference name; total number of recurring gifts made for the page; date recurring gifts began; amount of recurring gift.
  • Grouped by currency type
  • Sorted by most recent

Recent Single Gifts

Displays the count of the last 3 donations made by the supporter.

  • Summary – The most recent gifts made by the supporter. Displays up to 3
  • Detail – shows the campaign reference name; date of transaction; amount and currency type.
  • Sorted by date (oldest on top)

Peer to Peer: Total Raised

Displays the number of gifts given, and the total, on Peer-to-peer sites. 

Highest Previous Contribution

Displays the highest amount donated by the supporter and the date it was made. This is used in Next Suggest Gift calculations. 

Gift Referrals

Displays any donations made as a result of the supporter sharing the campaign URL using an EN shortened URL.

  • Summary – total number of gift referrals
  • Detail – shows the total number of gifts given by social share

Advocacy Activity

Displays the total number of advocacy campaign activity captured for the supporter

  • Summary – shows total number of actions taken by the supporter
  • Detail – shows email to target and petition activity counts individually; last action type and date.

Activity Attributes

Displays any attributes that are assigned to campaigns the supporter has participated in.

  • Summary – total number of attributes/topics
  • Detail – list of each attribute assigned to a campaign that the supporter has registered or participated in.

Email Activity

Displays the number of unique clicks recorded for the supporter.

  • Summary – total number of clicks
  • Detail – total number of clicks; date of the latest click; the number of converted clicks and the supporters’ email engagement score.

Engagement score definitions:

  1. anyone who has converted any landing page from an email in the last 3 months
  2. anyone who has clicked on two or more emails in the last 3 months
  3. anyone who has clicked on one email in the last three month
  4. anyone who has converted any landing page from an email in the last 4-6 months
  5. anyone who has clicked on two or more emails in the last 4-6 months
  6. anyone who has clicked on one email in the last 4-6 months
  7. anyone who has converted any landing page from an email in the last 7-12 months
  8. anyone who has clicked on two or more emails in the last 7-12 months
  9. anyone who has clicked on one email in the last 7-12 months
  10. anyone who has only opened an email, in the last 12 months
  11. all other “opted in” individuals

Marketing Automation

Shows as “ACTIVE” if the supporter is currently in an automation, and “INACTIVE” if they are not. Clicking into the item will show the automation(s) they are in if applicable, as well as the automation history.

Origin Source

Displays the origin source value and source category, if any, of the supporter, as well as details on their first transaction.

Profile Membership

Displays any supporter profile the supporter is a member of.

  • Summary – total number of profiles the supporter belongs to
  • Detail – list of profiles the supporter belongs to

CRM Segments

Shows whether the supporter is in a CRM Segment, which can be set during a bulk Import. Clicking into the item will display the segment(s).

Settings

You can customize which categories are displayed as well as the information available when the gadget first loads by clicking on the settings icon .

Show Summary

Selecting this option will show the category as collapsed when the gadget first loads (pictured below). Click anywhere to expand to the detail view.

Show Detail

Selecting this option will show the expanded category when the gadget first loads (pictured below). Click anywhere to collapse to the summary view.

Hidden

Selecting this view will hide the category from the gadget when it loads. To display it again go back into the settings and select the “summary” or “detail” view.

Updated on June 29, 2020

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