Lookup Supporter Gadgets

When using the lookup supporter function, various gadgets are available to add to your supporter record. Gadgets allow you to view information and/or update records and transactions.

Adding gadgets:

In Engaging Networks, go to Data & Reports > Lookup supporter

When you've opened the supporter record dashboard, select +Add Gadget

You can also edit the dashboard layout (the number of columns) using the layout button.

Gadget Settings:

All gadgets will have one or more of the following options:

	Download data: *Transaction history gadget only.
	Gadget Information
	Gadget setting: For most gadgets, this lets you choose what you see.
	Delete Gadget
	Move Gadget around the supporter record dashboard

Manage Supporter Gadget:

The manage supporter gadget display is the default gadget included in your layout. It consists of the supporter fields and opt-in questions, which can be selected using the gadgets settings.

What does the manage supporter gadget do?

This Gadget allows you to update your supporter records, rollback any changes made and check the suppression status of a record:

Update Records

You can make and save changes to fields and opt-in questions:

Rollback

You can use the rollback feature to revert changes made to the supporter record.

Suppression Status

You can identify suppressed records and unsuppress them if required:

Activity Summary Gadget:

This Gadget provides a summary of a supporter's financial, advocacy, engagement and data touchpoints since their record was created on Engaging Networks.

What categories does the activity summary gadget display?

This provides summaries for 14 different categories:

Total Gifts to Date	Displays the total of all donations made by the supporter to date, broken down by frequency and currency.
Recent Recurring Gifts	Displays the total number of successful recurring donations, along with the amount, start date, associated donation page, and currency, for the last three.
Recent Single Gifts	Displays the total number of successful single donations, along with the amount, start date, associated donation page, and currency, for the last three
Upsells	Displays the conversion rates of any successful upsell light boxes on your pages.
P2P: Total Raised	Displays the number of gifts given and the total on Peer-to-peer sites.
Previous Contribution	Displays the Highest Previous Contribution (HPC) and/or Most Recent Contribution (MRC) amounts.
Gift Referals	Displays a count by type and source for any donations made as a result of the supporter sharing the campaign URL using a shortened URL via the social share settings.
Advocacy Activity	Displays a total count, breakdown by type and last action taken through petitions and email to target pages.
Activity Attributes	Displays a total count and breakdown of any attributes assigned to a supporter through their campaign participation.
Email Activity	Displays the number of unique clicks recorded for the supporter, along with their email engagement score.
Marketing Automation	Displays a supporter's marketing automation history and will show as active or inactive depending on whether a supporter is currently in an automation or not.
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 a total count and breakdown of any profiles the supporter has qualified for.
CRM Segments	Shows whether the supporter is in a CRM Segment, which can be set during a bulk Import.