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  1. Engaging Networks transactions – allows the platform to automatically calculate the HPC and/or MRC based on the transactional data in your account.

  2. Imported Data – should be chosen if you have an external service that is handling the ‘HPC’ and/or ‘MRC’ calculations, such as through Salesforce or ROI Solutions. If you choose this option, additional mapping options will be made available to the import tool. You can import the ‘HPC’ values using the HPC Value and HPC Currency fields, or ‘MRC’ values using the MRC Value and MRC Currency fields during a standard supporter import. For a guide to importing supporters click here

Time Period

If you choose to determine the HPC or MRC via Engaging Networks transactions, then the Time Period tells the platform the number of months to look back on to find a supporter’s previous contribution.

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