Configuring Solicitation Groups

Overview

In order to use Solicitation Groups within Veracross, there is some general setup that needs to be done. Each component of solicitation group setup is outlined below.  In order to setup solicitation groups in Veracross, Giving History records must be created for the campaign you want to solicit for.  If Giving History records do not exist for a particular campaign, please contact your Veracross Account Manager.

Assign Target Amounts

On each Giving History record, a target amount can be set for that household and campaign. Target Amounts help track progress of giving toward an overall goal.  There are three ways target amounts can be populated on giving history records, each outlined below.

Manually in Axiom

Individually – Target amounts can be entered manually by going into each individual giving history record and entering an amount in the Target Amount field or by running a Find Giving History query and entering the amounts in the Target Amount field in the results grid.

In Batch – It is also possible to do a batch update of Target Amounts if you can create a Giving History query and narrow down your results so that you can batch update the Target Amounts for a group of records.  The batch update can be performed on the Target Amount field by entering a numeric value.

Copy from Prior Year

Veracross can copy Target Amounts from a prior year campaign to the active campaign if Target Amounts generally carry over from year to year. This can be done in a custom manner which may require planning and extra cost. The downside to copying Target Amounts onto the Giving History records for the new campaign is that a general sense of process flow is lost due to the fact that there is no distinction between records that have been done vs. those that need to be reviewed.  Since all Target Amounts would be copied, there would be no easy way to find which ones were updated for this year and those that were simply copied from last year.  If you would like to copy Target Amounts, please contact your Veracross Account Manager.

Create Solicitation Groups

Solicitation Groups are used to associate solicitors with donors and track communication and giving progress throughout a campaign. To learn more about Solicitation Groups, click here. There are three ways solicitation groups can be created in Veracross, each outlined below.

Manually in Axiom

Solicitation Groups can be created manually by using the “Add a Solicitation Group” link on the Development homepage.  When adding a new solicitation group, the Campaign, School Year, Group Type and Description should be set.

Veracross Script

If your schools solicitation group setup has logic to how groups are created, Veracross can write a script to generate these groups for you. This would be a custom project and require planning and extra cost. A good example of this would be if you create groups for Parents by Grade Level or Alum by Graduation Year.  If you have questions on whether or not Veracross can create solicitation groups for you, please contact your Account Manager.

Populate Solicitation Groups

On each Giving History record, a solicitation group can be set for that household and campaign. There are three ways solicitation groups can be populated on giving history records, each outlined below.

Manually in Axiom

Individually – Solicitation groups can be entered manually by going into each individual giving history record and selecting a solicitation group in the Solicitation Group field or by running a Find Giving History query and selecting the Solicitation Group in the results grid.

In Batch – It is also possible to do a batch update of Solicitation Groups if you can create a Giving History query and narrow down your results so that you can batch update the Solicitation Group for a group of records.  The batch update can be performed on the Solicitation Group field by entering the Solicitation Group ID.

Veracross Script

If your schools solicitation group assignments have logic to how groups are created, Veracross can write a script to generate these groups for you.  A good example of this would be if you create groups for Parents by Grade Level (as mentioned above) and Veracross can simply assign groups based on youngest child grade level.  If you have questions on whether or not Veracross can assign solicitation groups for you, please contact your Account Manager.