Dynamic Amounts

Show donors different amounts based on their giving history

Updated today

Dynamic Amounts allow you to customize the donation button amounts based on who the donor is and previous giving history. You can set rules that say if a donor meets certain criteria the button amounts change accordingly.

For example, if you want everyone to see bottom amounts that are relative to their average gift or their most recent gift on the platform.

The Dynamic Amounts feature uses a donor’s profile to determine whether or not they qualify for a campaign segment.

Follow this guide below to learn how to set this up!

Set up Dynamic Amounts

Toggle the Dynamic Donation Segments button to yes and click the green Add Segment button.

What Donors See the Dynamic Amounts?

Donors who are logged in and meet your segment requirements will see the dynamic amounts.

If you are using a Control Group, which we recommend, then some donors who are logged in and meet your segment requirements will see default amounts from the landing page.

This way, you can see the impact of the dynamic amounts!


Define the Segments

Select Add Segment to define the donor's requirements.

Below is a table of the three types of segments.

Days Since the Last Donation

A donor qualifies if their most recent donation was at least a set number of days ago.

Number of Donations

A donor qualifies if they have donated a minimum number of times within a date range.

Lifetime Revenue

A donor qualifies if their lifetime revenue amount meets a minimum requirement.

If there are multiple segments on a campaign, the donor will see the amounts for the first segment they qualify for.

If a donor meets any of the requirements, then they will be included in the segment.

Donors who do not meet any requirements will see the default Donation Amounts on the Donation Page.

Notes:

  • The data from the campaign segments is based on a user's history on the platform rather than contributions to an organization.

  • Revenue from Subsequent Recurring, Money Pledges, and Upsells are not included in the Segment Results data.

Choose the Dynamic Donation Amount Type

After setting up the segments, select what the donors should see if they meet one.

There are four different types of Dynamic Amounts.

Average Contribution

Multiplies the donor's average contribution by the dynamic amounts you've set

Most Recent Contribution

Multiplies the donor's most recent contribution by the dynamic amounts you've set

Multiply Existing Amount

Multiplies the existing donation amounts on the form

Replace Existing Amount

Replaces the existing donation amounts with new donation amounts

The Average Contribution, Most Recent Contribution, and Multiple Existing Dynamic Amounts will be multiplied by the amounts displayed below.

Notes:

  • If a Dynamic Amount on a page exceeds an organization's Maximum Contribution Limit when a segment is applied, that donation amount button will be hidden instead.

  • The Dynamic Amounts feature uses rounding logic as follows:

    • If the amount is less than ten, round to the nearest digit.

    • If the amount is greater than ten, round to the nearest ten.

Choose if the Other Amount field should be visible to donors. If you make it not visible, then you can replace it with another donation amount. This replacement amount will only show if the number of amount buttons is a multiple of 4.

Enter the number of refreshes the donor executes within a given interval before showing the Other field.

Select the green save button in top right-hand corner.

Use a Control Group

Add a Control Group to compare the data from the segment to see the impact! Toggle the Control Group to yes and add a percentage of donors that should be a part of it.

When you use a Control Group, you can split traffic between donors who qualify for the dynamic amounts segments. This will allow you to test your segment against a regular page and measure its performance.

Append the Campaign to a Page

In Page Setup, scroll down to Campaign, and append the associated campaign to the page.

Donors who then visit the page and meet the requirements will see the dynamic amounts displayed on the page.

Pre-Select a Donation Button Using Query Parameters

You can pre-select a donation button for your donor's convenience when sharing your donation page by adding this parameter:

?amtposition=

The amount position is determined by the order they appear on the page. From left to right, starting at number 1. So if you wanted to target the first donation amount on the page. You would use ?amtposition=1. To target the second button, you would use ?amtposition=2 and so on.

Analyze Dynamic Amounts Performance

If you have standard dynamic amounts (not using a control group), you can go to the Campaigns subtab to view the number of donors, donations, and the total raised on the campaign.

Subsequent recurring donations for subscriptions made on pages with segmented campaigns are not factored into the statistics for a campaign segment.

If you are using a Control Group, you can see the results of the donors who qualify for the dynamic amounts segment and were shown either the dynamic amounts or the static amounts. Here you can see the total views, the $/ view, the total number of donations, the conversion rate, and the total amount raised for the donors who were shown those amounts.


You will see these stats for each segment you add to the campaign.

Important to Note

Use the WinRed Reporting tool to see donations from the campaign segment. Download your donations report and look for the segment ID (rv_seg) in the Campaign Segment field.

Questions?

If you have questions or are unsure about any of these steps, please contact our support team by clicking the red chat box at the bottom right corner of your screen.

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