Hi everyone!
After months of trying to figure out the mysterious login error for Power of Us hub, I'm finally in! I am a Salesforce admin for a nonprofit that teaches tech skills to underserved communities for free, as well as helps to place them in tech jobs afterwards with various corporate partners. We just launched our individual giving program and I set up various levels based on yearly gifts to date. I have also set up the corresponding engagement plans. There's just one problem:
Our development team wants gifts to be cumulative, e.g. a "Supporter" level gets some swag, a site visit, and a mention in the graduation book, but an "Ambassador" level supporter gets all of that, plus like a helicopter ride and a free puppy or whatever.
If a person hits Supporter level, the associated engagement plan adds the corresponding tasks (send swag, set up site visit date, put on list to mention them in grad book), but then if they reach the next level, these tasks will be duplicated since higher levels incorporate lower level awards. I'm hoping this makes sense...
The reason we need cumulative awards is because some of our donors are, well, well-heeled and will go donate 5k at the end of the year, which propels them to a higher level immediately. They would miss out on the lower tier awards if they went from zero to Ambassador. Has anyone else had this problem? Thanks so much for reading!
If you want to call this a ‘problem’ then that’s a nice problem to have. 😃
On a serious note, someone making a large donation the very first time around is not that rare. But since you have physical, cumulative gifts attached to those and do not want to duplicate those, it’s understandable that the engagement plan templates will likely not work without customization.
I imagine it’s possible by keeping track of the earned gifts per contact or household, and then having another independent scan during the actual gift delivery to only pick one of each kind - if that’s what you desire. This will need additional customization but it’s possible to do.
apologies if it’s not clear in ‘words’. Happy to discuss/clarify offline.
