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Computed Custom Fields
Computed Custom Fields

Create custom fields for supporters using dynamic data.

Madelyne W avatar
Written by Madelyne W
Updated over a week ago

Computed Fields derive value from specific criteria and calculations, and are ideally useful for generating dynamic data, such as calculating total donations to a campaign or the most recent date of a donation.

To create a Custom Field under the Data tab in the left navigation bar and click Create New.

Select Donors, enter an internal Custom Field name, select Computed as the Custom Field type, and then enter the value and field type of the data you desire to collect.

In this example, I am collecting data about a supporter's most recent donation date by creating a computed field with the following metrics:

Relations: Transactions

Aggregation Method: Max

Attribute: Created_at

Some other examples of Custom Fields that can be generated include:

Total Donations to a Campaign in 2023

  • Relation: Transactions

  • Aggregation Method: Sum

  • Attribute: Amount

  • Filters: Date Range (2023), Campaign Name

Biggest Donation Ever

  • Relation: Transactions

  • Aggregation Method: Maximum

  • Attribute: Amount

  • Filters: None

First Gift Date

  • Relation: Transactions

  • Aggregation Method: Created_at

  • Attribute: Donation Date

  • Filters: None

After your Computed Custom Field has been created, it can be used as a variable or an Audience Rule Group in your Engagements.

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