Using "total amount raised" by participants in multiple Teamraiser events

Amy Daly

Does anyone know of a way to pull a "total amount raised" by participants taking part in multiple Teamraisers? We had folks last year who participated in 2-3 Teamraiser events. We'd like to be able to send an email thanking them for the total amount they raised in 2020. I can pull a list of participants who participated in one or more of the three events and raised more than $1 using Tasks, but is there then a way to include a "total amount raised" from multiple events in an email? I can't find a field that seems to be able to do this...

Jeremy Reynolds

Only way I'm aware of is a manual process:

1. Setup > Database configuration. Turn on a custom field to capture the amount.
2. Data Management > Reports > Report Writer. New report of the type teamraiser > gift summary by participant. Only output their constituent ID and the amount raised. On filters, select all events.
3. Run report, download CSV. Copy the tab, switch to the duplicate, and delete your fundraising numbers. Remove duplicates from the cons_id list.
4. Add a column titled with the custom field you made in step 1. =SUMIF() to add up every entry from your first tab, then save to a new CSV
5. Data Management > Import/Export > Crate Custom Constituent Import. Upload your file, and map the column to your custom field.

You'll have to lather/rinse/repeat every time you want the latest numbers.

Brian Mucha

I think in your email you could do it with the S130 tag, which you can use to do math, combined with the S48 tag.


Something along the lines of:


[[E130: [[S48:1234-567890:dollars]] [[S48:5678-567890:dollars]] + [[S48:9012-567890:dollars]] + ]]


It will take some testing, but I think it could work.


BPM