Analytics data is presented as fields, metrics and calculations, and can be used as filters in dashboards and reports.
Analytics captures campaign, contact and team fundraising activity that takes place on your front-facing raisin-created Campaigns and in the administrative console of your account.
With this wealth of valuable data at your fingertips, you can use dashboards, reports and filters to track campaign success, answer key fundraising questions and better understand your supporters and their connection to your cause.
Analytics is currently in Beta, and will roll out to clients more broadly in summer 2024. Contact your Client Experience Manager for more information.
The breadth and depth of data accessible in Analytics is truly extensive. To help you maximize its power, this article describes the data model, record types, datasets that appear in your reports, dashboards and filters. These data points can be leveraged across the core functions to analyze your fundraising activity on raisin.
Looking for a specific field? Use Control+F ("Find") in your browser and search the field name. Your answer awaits below...
Data Model
The data model for raisin is Campaign-based, meaning that all constituents, their transactions (or transactions they receive) and fundraising activity belongs to a campaign. A hierarchy of the model by record type looks like this:
- Campaign (i.e. Event)
- Contact (i.e. User)
- Transaction (i.e. Purchase)
- Purchased Item
Campaign Types
Campaigns are the raisin "Events" you create and launch using the modules available with your package: Peer-to-Peer (Pledge, Multi-Pledge & DIY), Donations and Ticketing. Each campaign type allows for different types of contacts.
Peer-to-Peer and Ticketing campaigns also allow for sub-campaigns that contacts can be grouped or grouped themselves into, based on your Campaign's settings.
Peer-to-Peer:
- Peer-to-Peer Campaign (Event)
- Multi-Pledge Group (e.g. location, subevent, industry, activity)
- Team
- Contact (Participant)
- Additional Participant - Paid for by another Participant
- Contact (Donor)
Ticketing:
- Ticketing Campaign
- Ticketing Group (e.g. table, golf foursome)
- Attendee
Contacts
Contacts are your constituents, or what we previously called "Users." Contacts are identified based on how they interact with your cause. All contacts have a unique identifier, called a Contact ID -- sometimes referred to as "User ID" (UID) or "Participant ID" (PID). A single contact may have multiple roles within a Campaign; for example, a Participant may also be a Donor if they have self-donated.
Role | Description | Applies to |
Donor | A contact who made a donation to a campaign or to participant/team/group in a campaign. | Peer-to-Peer, Donations, Ticketing |
Participant | A contact who has registered for and created a fundraising page in a Peer-to-Peer campaign, and is able to receive donations from Donors. Participants have access to their campaign-specific Participant Centre. A participant may be an Individual, Team Captain or Team Member within the Campaign. | Peer-to-Peer |
Purchaser | A contact who has purchased a Ticketing Registration, Sponsorship or Store Item. Think of these contacts as purchasers who would typically receive an advantage (benefit) from their purchase. | Peer-to-Peer & Ticketing |
Attendee | A contact who is attending a Ticketed event. and is eligible to receive a PDF ticket. Attendees are associated with a Purchaser and/or Ticketing Group. | Ticketing |
Billing Contact | A contact who is receiving an Invoice for a purchased Registration, Sponsorship, Store Item or Donation. Billing Contact and Purchaser can be the same. | Ticketing |
Volunteer | A contact who has signed up through a Volunteer form. | Peer-to-Peer & Ticketing |
Transactions
A Transaction is the payment made by a contact when they attempt a purchase on one of your Campaigns, or when it is entered by an administrator as an Offline Pledge from the back-end. Transactions may consist of multiple items being purchased at once. More on Purchase Items is in the section below.
For example, when registering for a Peer-to-Peer campaign, a contact may pay a Registration Fee, make a Donation and choose to Cover Admin Fees. All three items combine into a single Transaction, the total of which is securely sent to your payment gateway for processing.
The gateway will returning a response if the payment is Successful or Failed, which is called a Transaction Status. In turn, depending on the Campaign setup, the transaction may be issued a charitable tax receipt.
All transactions have a Transaction Code (or "TxCode") and system-generated Transaction ID ("TxId"). Most transactions will be of a dollar ($) value, unless they've been waived.
Purchase Items
Purchase Items are the ways that your contacts can choose to support you in a given Campaign, like donation types, registration options and store items, and roll up to the transaction.
In the Classic administrative console, all Purchase Items in a campaign are displayed in the Assign Package Codes menu. For example, here are Purchase Items in a Donations campaign:
There are five groups of items, identified as the Item Type Group Name field, in the system:
- Donation
- Registration
- Sponsorship
- Store
Purchase items are further defined by a system-generated Item Type that classifies them, along with an Item Name that's defined by an administrator and usually public-facing.
When a Purchase Item is transacted it will inherit all codes - Campaign, Fund, Package, Appeal, Solicitation, Sub-solicitation - that are assigned to the item and Campaign the item belongs to.
A combination of Item Groups, Types, Names or Codes can be used to created segments of items across Campaigns.
Field Types
The objects above are separated into two different types, and either display or calculate information respectively:
- Categories: Categories are the attributes of your data, and take the form of Text Labels, Dates and some Numeric values. For example, "Sarah Jones" is an "Individual Participant". In addition to describing your data, Categories are ideal in practice for grouping data for segmentation and deeper analysis.
- Values: Values are quantitive measurements, and normally display Numeric values or a Formula being calculated behind-the-scenes.
Datasets
Datasets are collections of data spanning across your account, logically organized so that you can report on details relevant to specific types of Contacts and Campaigns.
It's helpful to think of a datasets as the building blocks for the reports and charts you see in your account.
In this way, a report pulls from the relevant dataset to fetch the right blocks to build that report; on the other hand, when it comes to more complex dashboards, multiple combine datasets for the perfect result -- just like a large complex skyscraper.
For these reasons, it's important to note that not datasets contain the same data or fields. They contain the materials that are relevant to one another and to the job at hand. Here's what each dataset does (field definitions are below):
Dataset | Description | Used in |
Purchases & Items |
Successful or confirmed purchases, who completed the purchase and the item(s) that comprise the purchase. The Purchases & Items dataset is the most data dense and is similar to the Export Flat File (or Constituents & Gifts calls in our API). While deep, it does not include Peer-to-Peer fundraising statistics. |
Dashboards: Organization, Peer-to-Peer, Ticketing, Donations |
Reports: Multi-Campaign Summary, Individual Group, Multi-Pledge Groups | ||
Transactions | All purchases and attempted purchases - including with Failed, Cancelled or Unknown statuses. | Dashboards: Ticketing, Donations |
Reports: Donors, Individual Participant, Individual Team, Individual Group, Transaction, Recurring Donors | ||
Participants & Volunteers | Event-focused data that details all contacts who are participating in an event - be they fundraisers, ticket holders or volunteers - and their fundraising progress, activity and statistics. | Dashboards: Peer-to-Peer, Ticketing |
System Reports: Participants, Individual Participant, Individual Team, Individual Group | ||
Teams | Gathers participants and attendees into the teams that they have joined the campaign with, and reports on the respective teams' success. | Dashboards: Peer-to-Peer |
System Reports: Individual Team, Individual Group, Teams Report | ||
Surveys | Summaries of and individual responses to survey questions, created using the Survey feature. | Dashboards: Peer-to-Peer, Ticketing |
Field Definitions
The tables below describe what each field in a dataset means. There may be overlap of some fields between datasets. If you're looking for a specific, use Control+F (or "Find") in your browser and type the field name to search for it.
Purchases & Items
Name | Type | Description |
# Admin Fee | Formula | Count of instances a donor has opted in to cover administrative fees ("Cover Admin Fee") |
# Store Items | Formula | Count of store items purchased. |
$ Admin Fee | Numeric | Dollars in administrative fees covered by donors ("Cover Admin Fee") for the purchased item. |
$ Confirmed Donation | Numeric | Amount of confirmed donations (Online and Offline Confirmed) in dollars received for the item. |
$ Online Donation | Numeric | Amount in dollars of online donation. |
$ Online Donation With Admin Fee | Formula | Sum of dollars in online donations and administrative fees received for the item. Includes donations where a donor has not opted in to cover fees. |
$ RegFee | Numeric | Amount in dollars of registration fees purchase for the item. |
$ Store | Numeric | Amount in dollars for a purchased store item. |
$ Unconfirmed Donation | Numeric | Amount in dollars of unconfirmed donations assigned to the item. |
Active & Matching Group Name Participant ID | Formula | |
Active & Matching Group Name Team ID | Formula | |
Active Group ID | Formula | |
Campaign | ||
Campaign Code | Text | Campaign Code defined by an administrator in Campaign Details. Code aligns with your CRM. |
Campaign Day End Date | Date | Day the Campaign ends. End Date is defined in Campaign Details (Event End Date). |
Campaign Day Start Date | Date | Day the Campaign starts. Start Date is defined in Campaign Details (Event Start Date). |
Campaign Donation End Date | Date | Day that donations can no longer be accepted in the Campaign. End Date is defined in Campaign Details (Donation End Date). |
Campaign Donation Start Date | Date | Day that donations can be accepted in the Campaign. End Date is defined in Campaign Details (Donation End Date). |
Campaign Fund Code | Text | Fund Code associated with the Campaign and defined in Campaign Details. Code associates to Fund Name. |
Campaign Fund Name | Text | Fund Name associated with the Campaign and defined in Campaign Details. Name associates to Fund Code. |
Campaign Goal | Numeric | Campaign's fundraising goal. |
Campaign ID | Text | Campaign's unique ID (i.e. Event ID) generated by the system. |
Campaign Is Active | Formula | Identifies if the Campaign has a Start and in the past/present and an End Date in the future, and where Y = Active and N = Inactive. |
Campaign Long Name | Text | Combined Event Name and Location Name. |
Campaign Name | Text | Campaign's Event Name, defined in Campaign Details. |
Campaign Payment Gateway | Text | Name of Payment Gateway assigned to the Campaign, as defined in General Setup. |
Campaign Payment Status | Text | Identifies if payments are being accepted in the Campaign using a Live gateway or Test gateway. |
Campaign Site End Date | Text | Day that the campaign site is no longer public, as defined in Campaign Details. Sites will direct to the customizable Event Unavailable page. |
Campaign Site Start Date | Text | Day that the campaign site is public, as defined in Campaign Details. Sites can be public without the ability to transact. |
Campaign Status | Text | Identifies if campaign is active (public and live) or inactive (no longer public), based on Site Live Dates. |
Campaign Type | Text | Module type (Donations, Pledge, Multi-Pledge or Ticketing). |
Campaign AddressLine1 | Text | Address of the campaign, as defined in the Campaign Details. |
Campaign AddressLine2 | Text | Address of the campaign, as defined in the Campaign Details. |
Contact | ||
Contact AddressType | Text | Address type entered by a contact (e.g. Home or Business). |
Contact City | Text | City entered by the contact when completing their address. Mandatory to issue a tax receipt. |
Contact Company Name | Text | Name of the organization that the Contact entered when competing their form. Company Name is required by Organization Representatives, but can be entered by any Contact. |
Contact County | Text | Name of country entered by the contact when completing their address. Mandatory to issue a tax receipt. |
Contact Country Code | Text | Shortened country code, based on the country entered by the contact (e.g. United States = US, Canada = CA). |
Contact Create Date | Date | Date that the Contact was created in the system. |
Contact Custom Field1 | Text | Response to Custom Field 1 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field2 | Text | Response to Custom Field 2 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field3 | Text | Response to Custom Field 2 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field4 | Text | Response to Custom Field 4 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field5 | Text | Response to Custom Field 4 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Email | Text | Contact's e-mail address. This is required of all contacts, except Attendees. |
Contact First Name | Text | First entered name entered for the contact. |
Contact Full Name | Text | Contact's First Name + Last Name |
Contact Goal | Numeric | Current fundraising goal of the contact. Goal is accurate to when data is being reported. |
Contact ID | Text | Contact's User ID (or PID). All contacts have unique IDs with Returning Participants and Recurring Donors retaining the same user ID over multiple campaigns and transactions respectively. |
Contact IsBilling | Text | Identifies if the contact is a Billing Contact (Y or N). |
Contact IsCaptain | Text | Identifies if the contact is currently a Captain in a Peer-to-Peer event (Y or N). |
Contact IsCoCaptain | Text | Identifies if the contact is currently a Co-Captain in a Peer-to-Peer event (Y or N). This feature is restricted. |
Contact IsCompany | Text | Identifies if the contact is a Company Representative (Y or N). Tax receipts are issued in the name of the Company. |
Contact IsDeferredPledge | Text | Identifies if the contact has made a Deferred Pledge towards their fundraising goal (Y or N). This feature is restricted. |
Contact IsDonor | Text | Identifies if the contact is a donor (Y or N). |
Contact IsParticipant | Text | Identifies if the contact is a participant in a Peer-to-Peer or Ticketing campaign (Y or N). |
Contact IsPurchaser | Text | Identifies if the contact is a purchaser in a Ticketing campaign (Y or N). |
Contact IsRecurring Donor | Text | Identifies if the contact is a recurring donor (Y or N). |
Contact IsVolunteer | Text | Identifies if the contact is a volunteer (Y or N). |
Contact Last Modified By | Text | User (administrator or public) who last updated the contact. |
Contact Last Name | Text | Last name (surname) entered for the contact. |
Contact Phone # | Text | Contact's phone number. |
Contact Pledge Group Name | Text | In Peer-to-Peer campaigns, the Multi-Pledge group that the contact is currently associated with. |
Contact Postal | Text | Postal Code or ZIP Code entered for the contact when completing their address. Required when issuing a tax receipt. |
Contact Province | Text | Province or State entered for the contact when completing their address. Required when issuing a tax receipt. |
Contact Province Code | Text | Abbreviated Province or State for the contact's address. Matches to Contact Address (e.g. Ontario = ON, New Jersey = NJ). |
Contact Referral Code | Text | System-generated Referral Code that may be used by the contact to refer others to a Peer-to-Peer campaign. |
Contact Referred By | Text | Name of referral contact who is credited for referring the contact to the campaign. |
Contact Registration Date | Date | Day that the contact registered for the campaign being reported on. |
Contact Registration Item | Text | Registration item associated with the contact's participation. |
Contact Registration Type | Text | Registration type associated with the contact's participant. Registration type is the hierarchical category above Registration item. |
Contact Status | Text | Identifies if the contact is currently active or inactive. |
Contact Ticket Number | Text | Ticket number associated to an Attendee in a Ticketing campaign. |
Contact Type | Text | Contact's user type (Individual or Organization Representative). Tax receipts are issued to Company Name of an Organization Representative. |
Donation Ranges | Bucket | Transactions segmented into ranges and used to measure distribution of giving. Ranges are prefaced by a letter to sort in ascending order (e.g. "A - $0 - $50", "B - $50 - $100", "C - $100 - $200, and so on.) Ranges are not customizable. |
Donation Status | Text | Donation's payment or processing status (Online, Offline Confirmed, Offline Unconfirmed, Pending) |
Donation Type | Text | Type of donation received within the Campaign type. In Donations, values may be "General", "In Honour", "In Memory"; in Peer-to-Peer, values may be "Participant", "Team", "Group" or "Event". |
Gift | ||
Gift Currency | Text | Currency that the gift was made in. Raisin supports CAD, USD & EUR. |
Gift Sponsorship Type | Text | Gift's dedication type. Used in Peer-to-Peer campaigns to identify if a donation was made to a participant, team, group or event. |
Group | ||
Group ID | Text | Unique system-generated ID assigned to a Multi-Pledge group within a Peer-to-Peer campaign. |
Group Name | Text | Multi-Pledge group's name, as defined in Group Details. |
Group Status | Text | Indicates if the Multi-Pledge group is active or inactive. |
Group Tag | Text | Administrator-defined tag(s) associated with the Multi-Pledge group. |
Invoice | ||
Invoice Number | Text | Unique number assigned to an invoice transaction. |
Invoice Status | Text | Payment status of the invoice. |
Item | ||
Is Self Donation | Text | Indicates if the contact has made a self-donation (Y or N). |
Item Amount | Numeric | Dollar amount paid for an item in a purchase. |
Item Appeal Code | Text | Administrator-defined code assigned to the item in Manage Package Codes (or Manage Solicitation Codes). |
Item Discount | Numeric | When a promo code is applied, the d ollar amount discounted from item's original price. |
Item Frequency | Text | Payment frequency of the item, and identifies if a purchased item is recurring. |
Item Id | Text | Unique system-generated ID assigned to an item, or "SKU" number (e.g. "Youth Registration" = 345290). All items created in a campaign have unique IDs. |
Item IsDonation | Formula | Purchase item is considered a donation. Useful to distinguish between purchases and donations in a campaign. |
Item Name | Text | Item's name, as defined by an administrator in the campaign. |
Item Package Code | Text | Administrator-defined code assigned to the item in Manage Package Codes (or Manage Solicitation Codes). |
Item Quantity | Numeric | Quantity of the selected item purchased in the transaction. |
Item Receipt Amount | Numeric | Receiptable amount for the item, as defined by the administrator in Manage Package Codes (or Manage Solicitation Codes). |
Item Type | Text | Item's hierarchical categorization. Examples include: "General Donation", "Admin Fee", "Registration Fee, Individual", "Sponsorship Item", "Store Item". Categories are visible in Manage Package Codes of the campaign. |
Item Type Group Name | Text | Highest-level hierarchical categorization of the item. Broken down into: "Donation", "Registration", "Store", "Sponsorship". |
Organization | ||
Organization ID | Text | Your organization's system-generated ID. |
Organization Name | Text | Your organization's name. Contact your Client Experience Manager if this is out of date or incorrect. |
Participant | ||
Participant ID | Text | Participant's unique ID. Returning Participants retain their ID campaign-to-campaign. |
Revenue | ||
Promo Code | Text | Name of Promo Code applied. |
Purchase Date | Date | Day that the purchase was made. |
Receipt | ||
Receipt Date | Date | Day that a charitable tax receipt was issued from Raisin for the gift. |
Receipt Number | Text | Unique receipt number assigned to a receipted gift. |
Revenue | ||
Source of Revenue | Text | Identifies category of revenue, similar to Item Type Group Name, and is ideal for comparisons across campaign types. Values include: Admin Fees, One-time donations, P2P donations, Recurring donations, Registrations, Store Items, Tickets. |
Sponsored Records | ||
Sponsored Group ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the Multi-Pledge group that received the donation. |
Sponsored Group Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the Multi-Pledge group that received the donation. |
Sponsored Participant ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the participant that received the donation. |
Sponsored Participant Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the participant that received the donation. |
Sponsored Team ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the team that received the donation. |
Sponsored Team Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the team that received the donation. |
Team | ||
Team Create Date | Date | Day that a team was created in a Peer-to-Peer campaign. |
Team Group Name | Text | Multi-Pledge group that the team currently belongs to. |
Team ID | Text | Unique system-generated ID assigned to the team. |
Team Name | Text | Team's name. |
Team Status | Text | Team's status within the campaign (active or inactive). |
Totals | ||
Total | Formula | |
Total Confirmed Revenue | Formula | Total online and offline confirmed revenue. |
Total Raised | Formula | Total raised, in confirmed and unconfirmed revenue. |
Transaction | ||
Transaction Amount | Numeric | Total currency amount processed for a transaction. Amount should reconcile with your payment gateway account. Transactions may include multiple gifts and purchased item. |
Transaction Code | Text | Unique code assigned to the transaction. Prefix is administrator-defined in Manage Payment Accounts. |
Transaction Date | Date | Date that the transaction was attempted or processed. |
Transaction Id | Text | Unique system-generated ID assigned to the transaction. |
Transaction Last Modified By | Text | Name of user who last modified the transaction. |
Transaction Last Modified Date | Date | Day that the transaction was last modified. |
Transaction Payment Method | Text | Method in which the transaction was paid for (e.g. Cash, Credit Card, Personal Cheque, Bank Debit, Invoice, Lumpsum) |
Transaction Status | Text | Payment's successful processing status in the campaign (Online, Offline Confirmed, Offline Unconfirmed). |
Transaction Time | Date | Date/time of the transaction. |
Transaction Type | Type | The category of transaction made, helping to further define the Status. Values include: Instant (online), Invoice, Offline - Not receiptable, Ongoing (recurring), Paid by another participant, Post-dated (recurring). |
Tribute | ||
Tribute Of | Type | Name who the gift was dedicated to. |
Tribute Type | Type | Type of dedication (In Honour or In Memory). |
Txn (or Transaction) | ||
Txn Fund Code | Text | Code associated with the Fund that the transaction is assigned to. |
Txn Fund Name | Text | Name of the Fund that the transaction is assigned to. |
Txn Other Fund | Text | If donor has selected "Other" as their fund, the donor can free-form enter the name of a fund of their choosing. This is a custom feature. |
Transactions
Name | Type | Description |
# Months From Last Failed Date | Formula | Count of months from date a recurring donation last declined/failed to process. Used to calculate lapsed donors (>/= 3 months from last failed donation). |
$ Admin | Numeric | Administrative fees covered by the purchaser for the transaction ("Cover Admin Fee"). |
$ Confirmed Donation | Numeric | Sum of offline confirmed dollars in the transaction. |
$ Online & Confirmed Donation | Formula | Sum of online and offline confirmed donations in the transaction. |
$ Online Donation | Numeric | Sum of online dollars in the transaction. |
$ RegFee | Numeric | Sum of registration fees paid in the transaction |
$ Store | Numeric | Dollar amount of store item(s) purchased in the transaction. |
$ Total Donations | Formula | |
$ Unconfirmed Donation | Numeric | Dollar amount of unconfirmed donations in the transaction. |
Campaign Code | Text | Campaign Code defined by an administrator in Campaign Details. Code aligns with your CRM. |
Campaign Day End Date | Date | Day the Campaign ends. End Date is defined in Campaign Details (Event End Date). |
Campaign Day Start Date | Date | Day the Campaign starts. Start Date is defined in Campaign Details (Event Start Date). |
Campaign Donation End Date | Date | Day that donations can no longer be accepted in the Campaign. End Date is defined in Campaign Details (Donation End Date). |
Campaign Donation Start Date | Date | Day that donations can be accepted in the Campaign. End Date is defined in Campaign Details (Donation End Date). |
Campaign Fund Code | Text | Fund Code associated with the Campaign and defined in Campaign Details. Code associates to Fund Name. |
Campaign Fund Name | Text | Fund Name associated with the Campaign and defined in Campaign Details. Name associates to Fund Code. |
Campaign ID | Text | Campaign's unique ID (i.e. Event ID) generated by the system. |
Campaign Long Name | Text | Combined Event Name and Location Name. |
Campaign Name | Text | Campaign's Event Name, defined in Campaign Details. |
Campaign Payment Gateway | Text | Name of Payment Gateway assigned to the Campaign, as defined in General Setup. |
Campaign Payment Status | Text | Identifies if payments are being accepted in the Campaign using a Live gateway or Test gateway. |
Campaign Site End Date | Date | Day that the campaign site is no longer public, as defined in Campaign Details. Sites will direct to the customizable Event Unavailable page. |
Campaign Site Start Date | Date | Day that the campaign site is public, as defined in Campaign Details. Sites can be public without the ability to transact. |
Campaign Start in # Days | Formula | Number of days until the campaign starts. Based on the Campaign Day Start Day. |
Campaign Status | Text | Identifies if campaign is active (public and live) or inactive (no longer public), based on Site Live Dates. |
Campaign Type | Text | Module type (Donations, Pledge, Multi-Pledge or Ticketing). |
Contact Company Name | Text | Name of the organization that the Contact entered when competing their form. Company Name is required by Organization Representatives, but can be entered by any Contact. |
Contact Create Date | Date | Date that the Contact was created in the system. |
Contact Email | Text | Contact's e-mail address. This is required of all contacts, except Attendees. |
Contact First Name | Text | First entered name entered for the contact. |
Contact Full Name | Text | Contact's First Name + Last Name |
Contact ID | Text | Contact's User ID (or PID). All contacts have unique IDs with Returning Participants and Recurring Donors retaining the same user ID over multiple campaigns and transactions respectively. |
Contact IsCompany | Text | Identifies if the contact is a Company Representative (Y or N). Tax receipts are issued in the name of the Company. |
Contact IsRecurring Donor | Text | Identifies if the contact is a recurring donor (Y or N). |
Contact Last Modified By | Text | User (administrator or public) who last updated the contact. |
Contact Last Name | Text | Last name (surname) entered for the contact. |
Contact Phone # | Text | Contact's phone number. |
Contact Status | Text | Identifies if the contact is currently active or inactive. |
Contact Type | Text | Contact's user type (Individual or Organization Representative). Tax receipts are issued to Company Name of an Organization Representative. |
Donation Status | Text | Donation's payment or processing status (Online, Offline Confirmed, Offline Unconfirmed, Pending) |
Donation Type | Text | Type of donation received within the Campaign type. In Donations, values may be "General", "In Honour", "In Memory"; in Peer-to-Peer, values may be "Participant", "Team", "Group" or "Event". |
Gift Sponsorship Type | Text | Gift's dedication type. Used in Peer-to-Peer campaigns to identify if a donation was made to a participant, team, group or event. |
Group ID | Text | Unique system-generated ID assigned to a Multi-Pledge group within a Peer-to-Peer campaign. |
Group Name | Text | Multi-Pledge group's name, as defined in Group Details. |
Group Tag | Text | Administrator-defined tag(s) associated with the Multi-Pledge group. |
Invoice Number | Text | Unique number assigned to an invoice transaction. |
Invoice Status | Text | Payment status of the invoice. |
Max Transaction Date | Formula | |
Organization ID | Text | Your organization's system-generated ID. |
Organization Name | Text | Your organization's name. Contact your Client Experience Manager if this is out of date or incorrect. |
Payment Status | Text | All available payment statuses for the transaction, including Cancelled or Unknown. Unknown transactions occurred when there is a timeout with your payment gateway. |
Receipt Date | Date | Day that a charitable tax receipt was issued from Raisin for the gift. |
Receipt Number | Text | Unique receipt number assigned to a receipted gift. |
Sponsored Group ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the Multi-Pledge group that received the donation. |
Sponsored Group Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the Multi-Pledge group that received the donation. |
Sponsored Participant ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the participant that received the donation. |
Sponsored Participant Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the participant that received the donation. |
Sponsored Team ID | Text | When a donation is made in a Peer-to-Peer campaign, the ID of the team that received the donation. |
Sponsored Team Name | Text | When a donation is made in a Peer-to-Peer campaign, the name of the team that received the donation. |
Transaction Amount | Numeric | Total currency amount processed for a transaction. Amount should reconcile with your payment gateway account. Transactions may include multiple gifts and purchased item. |
Transaction Authorization Code | Text | Unique code assigned to the transaction by your payment gateway. Reconciles to Authorization or AuthCode in your gateway. |
Transaction Code | Text | Unique code assigned to the transaction. Prefix is administrator-defined in Manage Payment Accounts. |
Transaction Date | Date | Date that the transaction was attempted or processed. |
Transaction Frequency | Text | Frequency that the transaction processes. |
Transaction Id | Text | Unique system-generated ID assigned to the transaction. |
Transaction Last Modified By | Text | Name of user who last modified the transaction. |
Transaction Last Modified Date | Text | Day that the transaction was last modified. |
Transaction Payment Card Name | Text | Credit card type use to pay for transaction, where Payment Method is Credit Card. |
Transaction Payment Method | Text | Method in which the transaction was paid for (e.g. Cash, Credit Card, Personal Cheque, Bank Debit, Invoice, Lumpsum) |
Transaction Recurring Last Failed Date | Date | Day that a recurring transaction last failed to process. |
Transaction Recurring Last Successful Date | Date | Day that a recurring transaction was last successfully processed. This date is equal to the Transaction Date for successful recurring transactions. |
Transaction Status | Text | Payment's processing status in the campaign (Online, Offline Confirmed, Offline Unconfirmed, Pending, Failed). |
Transaction Type | Text | The category of transaction made, helping to further define the Status. Values include: Instant (online), Invoice, Offline - Not receiptable, Ongoing (recurring), Paid by another participant, Post-dated (recurring). |
Txn Fund Code | Text | Code associated with the Fund that the transaction is assigned to. |
Txn Fund Name | Text | Name of the Fund that the transaction is assigned to. |
Txn Other Fund | Text | If donor has selected "Other" as their fund, the donor can free-form enter the name of a fund of their choosing. This is a custom feature. |
Participants & Volunteers
Name | Type | Description |
# of Days in Campaign | Numeric | |
# Donations | Numeric | Count of donations received. |
# Months From Last Donation Date | Formula | Count of months from when the last donation was received. |
# of Page Visits | Numeric | Count of visits a participant's personal page has received. |
# Self Donations | Numeric | Count of self-donations the participant has made. |
# Transactions | Numeric | Count of transactions received. |
# of Email Contacts | Numeric | Count of email contacts the participant has in their Address Book. |
# of Emails Opened | Numeric | Count of emails opened by a participant's recipients. |
# of Emails Sent | Numeric | Count of emails a participant has sent. |
$ Confirmed Donation | Numeric | Amount of confirmed donations (online and offline confirmed) received in dollars. |
$ Online Donation | Numeric | Amount of online donations received in dollars. |
$ Raised (Confirmed) | Numeric | Amount raised in dollars, excluding unconfirmed donations. |
$ Raised (Incl. Unconfirmed) | Numeric | Amount raised in dollars, including unconfirmed donations. |
$ RegFee | Numeric | Dollar amount paid in registration fees. |
$ Store | Numeric | Dollar amount paid for purchased store items. |
$ Team Offline Donations | Numeric | Dollar amount of offline confirmed donations raised by team. |
$ Team Online Donations | Numeric | Dollar amount of online donations raised bt team. |
$ Total Revenue | Numeric | Amount raised plus registration fee in dollars (fundraising + registration fee). Excludes unconfirmed donations. |
$ Total Revenue (Incl. Unconfirmed) | Numeric | Amount raised plus registration in dollars. Includes unconfirmed donations. |
$ Unconfirmed Donation | Numeric | Amount of unconfirmed donations received in dollars. |
% Raised | Numeric | Percentage of fundraising goal raised, including confirmed donations only. |
% Raised Segment | Bucket | Percentage of fundraising goal raised segmented into ranges and used to measure distribution of fundraising. Percentage raised includes confirmed donations only. Ranges are prefaced by a letter to sort in ascending order (e.g. "A - 0%", "B - 1% - 25%", "C - 25% - 50%, and so on.) Ranges are not customizable. |
% Raised Unconfirmed | Numeric | Percentage of fundraising goal raised, including confirmed and unconfirmed donations. |
% Team Raised | Numeric | Percentage of team fundraising goal raised., including confirmed donations only. |
Campaign Code | Text | Campaign Code defined by an administrator in Campaign Details. Code aligns with your CRM. |
Campaign ID | Text | Campaign's unique ID (i.e. Event ID) generated by the system. |
Campaign Long Name | Text | Combined Event Name and Location Name. |
Campaign Name | Text | Campaign's Event Name, defined in Campaign Details. |
Campaign Payment Gateway | Text | Name of Payment Gateway assigned to the Campaign, as defined in General Setup. |
Campaign Status | Text | Identifies if campaign is active (public and live) or inactive (no longer public), based on Site Live Dates. |
Campaign Type | Text | Module type (Donations, Pledge, Multi-Pledge or Ticketing). |
Contact AddressLine1 | Text | Street address entered by the contact when completing their address. Mandatory to issue a tax receipt. |
Contact AddressLine2 | Text | Suite, unit or apartment entered by the contact when completing their address. |
Contact AddressType | Text | Address type entered by a contact (e.g. Home or Business). |
Contact Birthday | Date | Birthdate entered by the contact (MM/DD/YYYY). |
Contact Checkbox 1 | Text | Checkbox 1 completed by the contact, where Y is checked and N is unchecked. Checkbox 1 is typically used for subscription to future email communications. |
Contact Checkbox 2 | Text | Checkbox 2 completed by the contact, where Y is checked and N is unchecked. Checkbox 2 is typically used for permission to share contact information. |
Contact City | Text | City entered by contact when completing their address. |
Contact Company Name | Text | Name of the organization that the contact entered when competing their form. Company Name is required by Organization Representatives, but can be entered by any contact. |
Contact Country Code | Text | Shortened country code, based on the country entered by the contact (e.g. United States = US, Canada = CA). |
Contact Create Date | Text | Date that the contact was created in the system. |
Contact Custom Field1 | Text | Response to Custom Field 1 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field2 | Text | Response to Custom Field 2 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field3 | Text | Response to Custom Field 2 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field4 | Text | Response to Custom Field 4 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Custom Field5 | Text | Response to Custom Field 4 by the contact. Custom Field responses may differ per Campaign and Constituent Type. |
Contact Email | Text | Contact's e-mail address. This required of all contacts, except attendees. |
Contact Email Type | Text | Contact's e-mail type (e.g. Personal, Business). |
Contact First Name | Text | First name entered for the contact. |
Contact Full Name | Text | Contact's First Name + Last Name. |
Contact Gender | Text | Contact's gender selection. |
Contact Goal | Numeric | Current fundraising goal of the contact. Goal is accurate to when data is being reported. |
Contact Goal Reached Date | Date | Day on which the contact received confirmed donations that reached or exceeded their fundraising goal. |
Contact ID | Text | Contact's User ID (or PID). All contact's have unique IDs with Returning Participants and Recurring Donors retaining the same user ID over multiple campaigns and transactions respectively. |
Contact Interface Language | Text | Interface language the contact completed their transaction in (English Canada = "en-ca", English US = "en-us", French Canada = "fr-ca"). |
Contact IsCaptain | Text | Identifies if the contact is currently a Captain in a Peer-to-Peer event (Y or N). |
Contact IsCoCaptain | Text | Identifies if the contact is currently a Co-Captain in a Peer-to-Peer event (Y or N). This feature is restricted. |
Contact IsCompany | Text | Identifies if the contact is a Company Representative (Y or N). Tax receipts are issued in the name of the Company. |
Contact IsDeferredPledge | Text | Identifies if the contact has made a Deferred Pledge towards their fundraising goal (Y or N). This feature is restricted. |
Contact IsParticipant | Text | Identifies if the contact is a participant in a Peer-to-Peer or Ticketing campaign (Y or N). |
Contact IsPrivate | Text | Identifies if the contact has been made private (Y or N). |
Contact IsReturning | Text | Identifies if the contact is a returning participant (Y of N). |
Contact IsSelfDonor | Text | Identifies if the contact is a self-donor (Y or N). |
Contact IsVolunteer | Text | Identifies if the contact is a volunteer (Y or N). |
Contact Language | Text | Contact's interface language. |
Contact Last Modified By | Text | User (administrator or public) who last updated the contact. |
Contact Last Modified Date | Text | Date that the contact was last modified. |
Contact Last Name | Text | Last name (surname) entered for the contact. |
Contact Last Middle Name | Text | Middle name entered for the contact. |
Contact Page URL | Date | Personal fundraising page URL (link to the participant's page). |
Contact Phone # | Text | Contact's phone number. |
Contact Phone Type | Text | Type of phone number (e.g. Home, Mobile, Business). |
Contact PhoneExt | Text | Contact's phone number extension. |
Contact Pledge Group Name | Text | In Multi-Pledge campaigns, the Multi-Pledge group that the contact is currently associated with. |
Contact Postal | Text | Postal Code or ZIP Code entered for the contact when completing their address. Required when issuing a tax receipt. |
Contact Province Code | Text | Abbreviated Province or State for the contact's address. Matches to Contact Address (e.g. Ontario = ON, New Jersey = NJ). |
Contact Referral Code | Text | System-generated Referral Code that may be used by the contact to refer others to a Peer-to-Peer campaign. |
Contact Referred By | Text | Name of referral contact who is credited for referring the contact to the campaign. |
Contact Registration Date | Date | Day that the contact registered for the campaign being reported on. |
Contact Registration Item | Date | Registration item associated with the contact's participation. |
Contact Registration Type | Text | Registration type associated with the contact's participation. Registration type is the hierarchical category above Registration item. |
Contact Status | Text | Identifies if the contact is currently active or inactive. |
Contact Ticket Number | Text | Ticket number associated to an attendee in a Ticketing campaign. |
Contact Ticketed Group Name | Text | In Ticketing campaigns, the name of the group (e.g. table, foursome) that an attendee is a part of. |
Contact Title | Text | Contact's title or honorific selection. |
Contact Type | Text | Contact's user type (Individual or Organization Representative). Tax receipts are issued to Company Name of an Organization Representative. |
Contact User Name | Text | Username that contact logs in to the campaign. |
Facebook Status | Text | Indicates if the contact has connected with Facebook. |
Fitness End Date | Text | Day the contact has set their Fitness Activity Challenge to end. |
Fitness Goal | Text | Contact's Fitness Activity Challenge goal. |
Fitness Start Date | Text | Day the contact has set their Fitness Activity Challenge to start. |
Fitness Strava ID | Text | Strava ID connected through the Participant Centre to track fitness activity. |
Fitness Strava Status | Text | Indicates if the contact has connected to Strava to power their Fitness Activity Challenge. |
Fitness Total Distance | Text | Total distance tracked through Strava for their Fitness Activity Challenge. Distance is in km for Canada; mi for USA. |
Fitness Total Time | Numeric | Total time in minutes tracked through Strava for their Fitness Activity Challenge. |
Group ID | Text Label | Unique system-generated ID assigned to a Multi-Pledge group within a Peer-to-Peer campaign. |
Group Name | Text Label | Multi-Pledge group's name, as defined in Group Details. |
Group Status | Text Label | Indicates if the Multi-Pledge group is active or inactive. |
Group Tag | Text Label | Administrator-defined tag(s) associated with the Multi-Pledge group. |
Last Donation Date | Date | Day the contact last received a donation. |
Last Login Date | Date | Day the contact last logged into the Participant Centre. |
MonthFromLDD-DPTEST | Formula | |
Organization ID | Text | Your organization's system-generated ID. |
Organization Name | Text | Your organization's name. Contact your Client Experience Manager if this is out of date or incorrect. |
Page End Date | Date | Day that participant has set their personal page to end. Page End Date is enabled through Participant & DIY Settings. |
Page Fund Code | Text | Fund Code the participant is allocating donations they receive to. Code associates to Fund Name. |
Page Fund Name | Text | Fund Name the participant is allocating donations they receive to. Name associates to Fund Code. |
Page Image | Text | Indicates if the participant has personalized (edited) images on their fundraising page. |
Page Story | Text | Indicates if the participant has personalized (edited) the story on their fundraising page. |
Page Tribute Of | Text | Name who the participant has dedicated their page and donations they receive to. |
Page Tribute Type | Text | Type of dedication (In Honour or In Memory). |
Purchase Date | Date | Day that the purchase was made. |
Purchase Item Name | Text | Item purchased by the contact. Item name is defined by an administrator in the campaign. |
Purchase Item Type | Text | Purchase item's hierarchical categorization. Examples include: "General Donation", "Admin Fee", "Registration Fee, Individual", "Sponsorship Item", "Store Item". Categories are visible in Manage Package Codes of the campaign. |
Purchase Payment Status | Text | Status of the payment. |
Purchase Transaction Code | Text | Unique code assigned to the transaction that's associated with purchased item. Prefix is administrator-defined in Manage Payment Accounts. |
Purchaser Birthday | Date | Birthdate of the purchaser. |
Purchaser Checkbox 1 | Text | Response to Custom Field 1 from the purchaser. Custom Field responses may differ per Campaign and Constituent Type. |
Purchaser Checkbox 2 | Text | Response to Custom Field 2 from the purchaser. Custom Field responses may differ per Campaign and Constituent Type. |
Purchaser Company Name | Text | Name of the organization that the purchaser entered when competing their form. Company Name is required by Organization Representatives, but can be entered by any Contact. |
Purchaser Email | Text | Purchaser's e-mail address. |
Purchaser Full Name | Text | Purchaser's First Name and Last Name. |
Purchaser IsCompany | Text | Indicates if the purchaser is a Company Representative (Y or N). |
Purchaser Phone | Text | Purchaser's phone number. |
Team Captain Full Name | Text | Team captain's First Name and Last Name. |
Team Goal | Numeric | Team's fundraising goal, as defined by the Team Captain. |
Team ID | Text | Unique system-generated ID. All teams have a unique ID. |
Team Name | Text | Team's name. |
Team Raised | Numeric | Dollar amount team has raised in confirmed donation. |
Team Tag | Text | Team tag assigned to the Team. This feature is included in Peer-to-Peer Plus pack. |
Team Url | Text | Team's fundraising page URL (or link). |
Teams
Name | Type | Description |
# of Active Participants | Numeric | Count of active participants on the team. |
# Donations | Numeric | Count of donations that the team has received. |
# Donors | Numeric | Count of unique donors that have given to the team. |
# Participants Reached Goal | Numeric | Count of participants on the team who have reached their fundraising goal in confirmed donations. |
# Self Donations | Numeric | Count of participants who have made self-donations. |
$ Avg. Participant Goal | Numeric | Average fundraising goal of participants on the team. |
$ Confirmed Donation | Numeric | Amount of confirmed donations (online and offline confirmed) team has received in dollars. |
$ Online Donation | Numeric | Amount of online donations (online and offline confirmed) team has received in dollars. |
$ Raised | Numeric | Amount raised by the team in dollars, excluding unconfirmed donations. |
$ Raised Unconfirmed | Numeric | Amount raised by the team in dollars, including unconfirmed donations. |
$ Reg Fee | Numeric | Dollar amount paid by team members in registration fees. |
$ Revenue | Numeric | Amount raised plus registration fee in dollars (fundraising + registration fee). Excludes unconfirmed donations. |
$ Revenue Unconfirmed | Numeric | Amount raised plus registration in dollars. Includes unconfirmed donations. |
% Participants Reached Goal | Numeric | Percentage of participants who have currently reached their fundraising goal, including confirmed donations only. |
% Raised | Numeric | Percentage of fundraising goal raised, including confirmed donations only. |
% Raised Unconfirmed | Numeric | Percentage of fundraising goal raised, including confirmed and unconfirmed donations. |
Campaign Code | Text | Campaign Code defined by an administrator in Campaign Details. Code aligns with your CRM. |
Campaign ID | Text | Campaign's unique ID (i.e. Event ID) generated by the system. |
Campaign Long Name | Text | Combined Event Name and Location Name. |
Campaign Name | Text | Campaign's Event Name, defined in Campaign Details. |
Campaign Payment Gateway | Text | Name of Payment Gateway assigned to the Campaign, as defined in General Setup. |
Campaign Payment Status | Text | Identifies if payments are being accepted in the Campaign using a Live gateway or Test gateway. |
Campaign Status | Text | Identifies if campaign is active (public and live) or inactive (no longer public), based on Site Live Dates. |
Campaign Type | Text | Module type (Donations, Pledge, Multi-Pledge or Ticketing). |
Captain Company Name | Text | Name of the organization that the team captain entered when competing their form. |
Captain Email | Text | Team captain's e-mail address. This required of all contacts, except attendees. |
Captain Full Name | Text | Team captain's First Name + Last Name. |
Captain ID | Text | Team captain's User ID (or PID). All contact's have unique IDs with Returning Participants and Recurring Donors retaining the same user ID over multiple campaigns and transactions respectively. |
Captain IsCompany | Text | Identifies if the team captain is a Company Representative (Y or N). |
Captain IsReturning | Text | Identifies if the team captain is a returning participant (Y of N). |
Captain Phone # | Text | Team captain's phone number. |
Captain Registration Item | Text | Registration item associated with the team captain's participation. |
Captain Registration Type | Text | Registration type associated with the team captain's participation. Registration type is the hierarchical category above Registration item. |
Captain Status | Text | Identifies if the team captain is currently active or inactive. |
Group ID | Text | Unique system-generated ID assigned to a Multi-Pledge group within a Peer-to-Peer campaign. |
Group Name | Text | Multi-Pledge group's name, as defined in Group Details. |
Group Status | Text | Indicates if the Multi-Pledge group is active or inactive. |
Group Tag | Text | Administrator-defined tag(s) associated with the Multi-Pledge group. |
Has Goal Reached | Formula | Identifies if the participant has reached their fundraising goal, including confirmed donations. |
Organization ID | Text | Your organization's system-generated ID. |
Organization Name | Text | Your organization's name. Contact your Client Experience Manager if this is out of date or incorrect. |
Team Create Date | Date | Day that the team was created. |
Team Goal | Numeric | Team's fundraising goal, as defined by the Team Captain. |
Team ID | Text | Unique system-generated ID. All teams have a unique ID. |
Team Name | Text | Team's name. |
Team Personalized Image | Text | Indicates if the team has personalized (edited) images on their team fundraising page. |
Team Personalized Story | Text | Indicates if the participant has personalized (edited) the story on their fundraising page. |
Team Size | Numeric | Count of participants on the team. |
Team Status | Text | Identifies if team is active or inactive. |
Team Tag | Text | Team tag assigned to the Team. This feature is included in Peer-to-Peer Plus pack. |
Team Url | Text | Team's fundraising page URL (or link). |
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