Reports: Use "Smart" fields to enhance constituent report building and mailings
In this article:
- How do "Smart" fields work?
- Creating a new "Smart" field
- Using "Smart" fields in mailings
- Using a total giving "Smart" field to generate a list of gifts in your mailing
How do "Smart" fields work?
With LGL's "Smart" field reporting feature, you can create customized, calculated fields that can be used both in constituent reports and in mailings.
The fields available for this type of customization are:
- Total Giving
- First Gift
- Last Gift
- Largest Gift
- Volunteer hours
For example, if you are continually pulling reports that should include information about a constituent's total giving to your Annual Campaign this fiscal year and last fiscal year, you could create two total giving "Smart" fields, like this:
Once this is done, you will have two new fields in your "Gift/Pledge/Goal Fields" options for custom report building:
These fields will also be available for use as new merge fields in any mailings that you do as well:
Creating a new "Smart" field
To create a new smart field, go to the Reports > Constituent Reports > Smart Fields page, and click the Add smart field button.
From there, you can name and describe your smart field. The name will be used to generate the mail merge code, if used in a mailing, and will display in the "Smart" fields section on the report customization form.
Then you can save the field, and it will be on your list of "Smart" fields.
Using "Smart" fields in mailings
By default, all of your "Smart" fields are available to use in LGL mailings. Just go to your Merge Field Reference to find the one you want to use.
NOTE: If you don't want a particular "Smart" field to be listed in your Merge Field Reference, simply uncheck the "Use in Mailings?" checkbox within the "Smart" field, as shown here:
Using a total giving "Smart" fields to generate a list of gifts in your mailing
If you create a total giving "Smart" field, your Merge Field Reference will provide a merge field you can use that will display a list of those gifts in a mailing.
First create your total giving "Smart" field. Then go to your Merge Field Reference and scroll down to the "Smart Fields" section. The merge field will be available there.
Important note: Smart field lists require that you include at least one additional column. For example, you could add a column for deductible amount, so your merge field looks like: smart_field.tg_this_fiscal.gift_list:deductible_amount.