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.