Next suggested gift (NSG)

Next suggested gift (NSG)

You can use the Next Suggested Gift (NSG) function to create dynamic donation amounts based on a supporter's highest previous contribution (HPC) or most recent contribution (MRC) on your donation pages or in email broadcasts. However, please note that the function is not compatible with one-click donation pages. NSG allows you to create dynamic ask strings on your donation pages for existing donors, which are calculated from either their HPC or MRC values, which are determined by a page-level setting.

Setting up previous contribution:

To calculate your supporter’s HPC or MRC, or to import and use the data to create the next suggested gift in your emails and pages, you need to enable the Previous Contribution setting:

  1. Go to Hello YOURNAME > Account Settings > Previous Contribution

  1. Select Enabled.

Picture of the Previous Contribution area in Account Settings.
  1. Select Your Preferred Transaction Service.

Picture of theTranaction Services selection area

Transaction service:

3a. Engaging Networks Transactions
Allows the software to calculate the HPC or MRC based on a supporter's financial transactions within Engaging Networks:

i. Select a time period in months to calculate back on.

Picture of the time period selection settings

ii. Select your transaction types to calculate against or choose ‘All’.

Picture of the transaction type selection settings

After saving, this page will be disabled until the calculation is complete.

3b: Imported Data
Allows you to import the HPC or MRC values from a third-party source, such as your CRM:

If choosing to import HPC or MRC data into Engaging Networks, you’ll find the following fields become available to map against:

HPC Value

HPC Currency

MRC Value

MRC Currency

HPC Value

HPC Currency

MRC Value

MRC Currency

Create a Next Suggested Gift (NSG) string

You can create separate NSG strings for single and recurring gifts, and the amounts presented are based on their HPC or MRC values. However, the asks presented are not based on whether the donor has previously donated a one-off or recurring giving. It is also possible for duplicate values to appear in a string; however, they will not be displayed on the donation page. To reduce these scenarios, you may find that with your NSG string for lower values, it’s better to use amounts, not percentages.

To create your NSG component:

  1. Go to Pages > Components > Next Suggested Gift.

  1. Select New Gift SuggestionsImage of New Gift suggestion button.

  1. Name the NSG String and add any notes.

Picture of where to name your NSG string
  1. Select single or recurring giving and add your range and suggestion rule.

Picture of single giving and recurring NSG string selector
  1. Complete the appropriate sections to build your rules.

a. If a supporter's Highest Previous Contributions or Most Recent Contributions is equal to or below.

  • Enter whole numbers

b. Then make their Next Suggested Gift.

Choose:

  • Plus OR Minus a whole number

  • Percentage or Amount

c. i. Round Suggested Gifts:

  • Up OR Down

c. ii. To the nearest:

  • 1 OR 5 OR 10

  1. To add more amounts, select the pencil icon under “and offer the following Suggested Gift String values:

Picture of the first value in your NSG string
  1. Select green plus to begin adding new values based on section 5B above:

Picture of your first NSG value plus 3 other increase percentage options.
  1. View preview (edit if required) and save:

Picture of the NSG string ask preview
  1. Once you have saved your NSG component, you can activate it by clicking the name of the NSG and then clicking the green Launch button. If you are finished using an NSG component, you can remove it from the page builder by clicking the Retire" button.

Gif of how to launch the NSG string

If you have multiple NSG strings, such as “equal to or below 20” and “equal to or below 100”, then the lower value takes precedence over the other. Meaning, for example, an amount of 15 would be controlled by the “equal to or below 20” string, whereas an amount of 25 would be controlled by the “equal to or below 100” string.

When HPC or MRC is recognised, but NSG values have not been set for single or recurring values, the page's default values will be displayed. If HPC or MRC is not recognised and the page's default value uses swap lists (for example, to show different values for single vs recurring), these will function as usual.

Using NSG on donation pages

Once you’ve created your NSG components, you can use them on your Donation Amount field when building your donate page.

NSG will work on donations pages via broadcast emails or page chaining.

  1. Edit the form block containing your donation amount selector:

Picture of the donation amounts on your pages formblock
  1. Select the donation amount to open the section:

Picture of the NSG setting in your form block
  1. Enable a suggested gift string for this donation amount field

  1. Choose between HPC or MRC and select your NSG component.

Pictire of the HPC and MRC options in the form block settings