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Topics#PUBCrawlTipTristan Conroy's Question
Tristan Conroy asked in #PUBCrawlTip
Apr 8, 2020, 4:20 PM

Best way to track potential members in a giving society.

Hello! My organization has an annual giving society (level) for people to donate $1,000 per year at a monthly rate (~$89 per month). I know we're able to track donations through stages on the opportunity object but most of the people in this society give monthly. Would you recommend we just add these people to a Giving Society campaign as a campaign members and track their statuses of whether they hit this giving level by campaign member response status or should we try to track the recurring gifts via opportunities and move the contacts through the opportunity stages?
7 answers
  1. Ryan Beaver (Craftsman Technology Group)
    Apr 14, 2020, 3:13 AM

    @Terry Cole​  or @Akash Mishra​  suggestions work.

    Pending details of your instance, I'd use recurring donations to track the opportunities, customizable rollups to track total giving in the year at the household or contact level, and levels on the household or contact that indicate the giving society level.

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