...
Once you are in the Account Settings page, you will need to click on Previous Contribution in the left menu. This will allow you to enable ‘HPC’ and/or ‘MRC’ and configure the settings for itthis feature. Options include how ‘HPC’ and/or ‘MRC’ should be found, how far back and which transaction types should be used to ascertain a supporter’s previous contribution.
...
| Info |
|---|
Note: You will be able to specify at the email and page level which value the Next Suggested Gift ask strings render based on; either HPC or MRC or both values can be set at the account level. |
Transaction Service
You’ll see There are two separate options here to determine how you’d like to set the HPC and/or MRC should be determined – either via Engaging Networks Transactions or Imported Data:
Engaging Networks transactions – allows the platform to automatically calculate the HPC and/or MRC based on the transactional data in your account.
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, you 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.
...