Using Deals for Non-ProfitsSOLVE
Jan 23, 2017 12:42 PM
I'm reposting this question as I haven't yet received an answer.
@nicolebrenner this is the second half of my questions from my earlier post that you asked me to post separately.
I am currently evaluating HubSpot for suitability with our non-profit group. Within our non-profit, we have donors and event participants (an individual could also be both a donor and participant). Donation amounts and funds raised through events differ from person to person. For example, one person may donate $50 whereas another person may donate $100. One event participant may raise $1000 and another may raise $1750. Typically we would have an excel spreadsheet that shows how much an individual donated or how much they raised for a particular event.
1. What is the best way to track revenue associated with participation (e.g. participated in X event and raised X amount) and donations, keeping in mind that there may be multiple amounts raised/donated (e.g. they participated in X event and raised X $, and then participated in Y event and raised Y $, and then they donated Z $)?
To provide a little further clarification, here's an example:
Joe raised $500 through the Egg Toss on Nov 5, 2016
Joe raised $200 through the Hip Hop Dance on Dec 16, 2016
Joe donated $100 on Jan 1, 2017
Joe donated $50 on Jan 5, 2017
Mike raised $800 through the Hip Hop Dance on Dec 16, 2016 (same event as above but different amount raised)
Mike donated $25 on Jan 1, 2017 (same donation date as above, but different amount)
2. Is there a way to tally the total amount of funds raised and/or amounts donated over an individual's lifespan? So if they made 5 donations and participated in 2 events, is there a way that I could see how much it was in total?
Right now when I've tried out the "Deals" section, it seems like the "amount" is attached to the "deal" and can't be customized to the individual. Does that mean that I would need to create a new deal for every person?
Solved! Go to Solution.
Jan 25, 2017 4:12 PM
@quantum indeed, this is definitely a limitation to your process, if there are going to be multiple instances of the same donation for one contact.
Because there is no calculation capability in HubSpot (neither for Contacts nor Deals), there wouldn't really be a way to add each donation amount on top of the other. The best that you could achieve, as you mentioned, would be to have a multi-line of text property and append a new amount to the old one, adding a comma in between each amount.
Though the date of each donation wouldn't be immediately visible in the contact record, you would be able to see the date at which each donation for one specific category was made by looking at the property history. Indeed, HubSpot keeps a record of each time that the value for a property is modified; in this case, the property is modified each time a new donation is made. So you would see the various dates for each donation in the property's history, like so:
I recognize that this isn't the perfect solution to your scenario; however, this workaround would allow you to have all of the necessary information in one place. Let me know if you have any questions for me.