View Gift Status by Campaign:
Go to the Campaigns tab and select a campaign record
If you have not yet done so, add the Campaign Member Gift Status report component to the Campaign Detail page layout. For instructions, see the Enable Gift Tracking and Analysis section of the Loop & Tie for Salesforce onboarding documentation. Note: This component is currently available for Salesforce Lightning users only.
Once the component is in place, you can check the gift status of Leads and Contacts using the following filters:
- Name – Filter by recipient name and view the Gift Status chart.
- Gift Status – Filter by a specific status value (for example, Redeemed or Sent).
- Type of Member – Filter by Contact, Lead, or Both.
Filter by Name and view associated Gift Status chart
Filter by Gift Status
From the Select Gift Status drop-down, choose a status value (for example, Redeemed).
Filter based on the Type of Member selected, Contact or Lead or Both
Export Gift Status
To export gift status data for a campaign, follow the steps below.
Go to Campaign tab and select a campaign record
Select Export File to download a .csv file containing the records that match your selected filters.
