Documentation

# Donation Upgrade

Donation upgrade is a pop-up that is shown to users who are making a one-time donation and asks them to upgrade their gifts to be recurring.

# How to Add Upgrade to Donation Form

  • Locate your donation form in Luminate
  • Edit the donation form by going to 3. Design Donor Screens and clicking Edit next to Donation Form
  • Locate the first HTML Caption in the list of fields
  • Add the following code into the list of all other tags
    [[S51:reus_donation__upgrade]]
  • Click Finish or Save to save the configruation

# How to Change Upgrade Values & Message

The upgrade logic and values are managed by a JavaScript JSON object in PageBuilder page reus_donation__upgrade. The page contains an donationUpgrade variable that contains entries for each logic step. Each object property name determines the values that will appear in the final pop-up:

  • buttonFrequency - the frequency text that will display on the accept button to the end users
  • frequency - the machine name of the recurring frequency to which the gift will be upgraded to, valid values are monthly, quarterly, yearly
  • headline - headline text that will appear in the pop-up
  • message - text that will appear below the headline in the pop-up
  • selectedRangeStart - minimum amount of money a user should select for the upgrade entry to appear
  • selectedRangeEnd - maximum amount of money a user should select for the upgrade entry to appear
  • suggestedAmount - suggested amount for the upgrade, must contain a valid numerical value if the value changes, 'donationAmountSelected' if the amount should be unchanged, and null only if suggestedPercent property is set
  • suggestedPercent - percentage of the selected amount that should be used to determine the suggested value, must be a valid number or null if suggestedAmount is in use

# How to Track Upgrade in Analytics

# Upgrade Shown

Whenver an upgrade overlay is shown, an Promotional Impression event is recorded in analytics. The event is recorded in analytics as event37, the name of the upgrade pop-up is recorded as Promotional Event Name and stored in variables eVar84 & prop34. The name of the upgrade pop-up has the following pattern Overlay|Donation Upgrade ${donationFormId}|||${userState} where ${donationFormId} includes id of the donation form & ${userState} the logged in state of the user.

Therefore to get the report of all upgrades, the report must include Promotional Impressions & Promotional Event Name. The segment filter should be applied, it should be configured to display only the hits where promotional event names contain Overlay|Donation Upgrade in them.

# Upgrade Response

A given response is always recorded as an interaction, which is set as event111 and labeled as Interactive Map Click in Adobe Analytics. Just like all other interactions the section region and object data are stored in variables eVar108 & eVar109 and are labeled in Adobe Analytics as Content Interaction Region and Content Interaction Link. The value for the interaction region will be identical to the promotional event name, as the data is set by the same HTML attribute. The value pattern for the links is Button|${action} upgrade|${donationFormId} where ${action} is the action user taken, Accept or Reject and ${donationFormId} includes id of the donation form.

To get the report of all upgrade responses, the report must include Interactive Map Click, Content Interaction Region and Content Interaction Link. The segment filter should be applied, it should be configured to display only the hits where content interaction regions contain Overlay|Donation Upgrade in them.

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