Personalize fundraising appeals by creating Next Ask Amount in Salesforce Nonprofit Success Pack

In our previous post, we lauded the importance of personalizing the ask amount when sending fundraising appeals. In this how to recipe, we give step-by-step instructions for doing so in the Salesforce Nonprofit Success Pack by creating a Next Ask Amount field on the Contact object.

For a deeper dive into strategy, different methods for calculating the Next Ask Amount, and details on operationalizing your personalized ask using Pardot or the Salesforce Marketing Cloud, watch our recorded webinar, Making the Right Fundraising Ask: When, How and How Much.

Objective

Create a Next Ask Amount formula field on the Contact record in the Salesforce Nonprofit Success Pack (NPSP) for use in personalized fundraising appeals

Estimated Time

5 minutes

Requirements

Salesforce Nonprofit Success Pack
Use of the Donations (aka Opportunities) to track donations
Rudimentary familiarity with creating custom fields and editing page layouts in Salesforce

Desired Outcomes

Facilitate the use of a personalized ask amount when sending fundraising appeals to a Contact

The End Result

Salesforce Nonprofit Success Pack Next Ask Amount

At the conclusion of our process, we'll have one formula field on the Contact object called Next Ask Amount that calculates 110% of the Last Gift Amount field and then rounds up to the nearest $5 increment.

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Step One: Create the Next Ask Amount formula field on Contact object

The trickiest part of this process is the formula itself that ensures the rounding up to the next highest $5 increment in all cases. That tricky part we've done for you!

To create this field in Salesforce Classic:

Go to Setup
In the left column, click Customize
Click Contacts
Click Fields
In the Contact Custom Fields & Relationships section, click New
For each step in the process, use the values in the Contact Object Custom Field charts below to create the field

To create this field in Salesforce Lightning:

Go to Setup
Enter "Object" in the Quick Find box in left column
Select Object Manager under the Objects and Fields menu
Scroll down the list and click Contacts
Click Fields
In the Contact Custom Fields & Relationships section, click New
In the Fields & Relationship section, click New
For each step in the process, use the values in the Contact Object Custom Field charts below to create the field

As the finishing touch for the Contact object, edit your Contact Page Layout to add the Next Ask Amount field. You may wish to place it next to the Last Gift Amount.

Contact Object Custom Fields

Elements	Field Details
Field Label: API Name: Data Type: Formula:	Next Ask Amount Next_Ask_Amount Formula (Currency) `IF ( 5 * ROUND((npo02__LastOppAmount__c1.1)/5, 0) >= (npo02__LastOppAmount__c1.1), 5 * ROUND((npo02__LastOppAmount__c1.1)/5, 0), 5 ROUND((npo02__LastOppAmount__c*1.1)/5, 0) + 5 )`

Step Two: Celebrate!

You're all done!

Next Steps

There are many ways to calculate the Next Ask Amount. Watch our 45-minute recorded webinar for strategies on how to improve your ask, details on extending the Salesforce Nonprofit Success Pack, and tips on making your personalized ask using Pardot or Salesforce Marketing Cloud: Making the Right Fundraising Ask: When, How and How Much.

Watch