Have the ability to add a different constituent code on OLX depending on source of the constituent

At the moment, you're able to set up in Integration Options a constituent code that OLX assigns to all new constituents regardless of where they originated (e.g. email sign up form, event reg forms, donation form). You can then set up constituent codes that are assigned to constituents coming through each event reg form (however, the constituent code set up in Integration Options will also be assigned to event registrants).

 

This isn't ideal, because new constituents signing up to receive email have a very basic level of data collected and often can't yet be identified as a particular supporter type, while those who sign up to a specific event or make a donation have already identified themselves to our charity as a specific type of supporter and therefore will need to be assigned the relevant cons code.

 

It'd be great if OLX allowed for a different Cons Code to be assigned depending on the source of the data. Whether this is set up via Integration Options in OLX, or when setting up each form (regardless of whether it's an event form, donation form or email sign up form).

  • Ciara Golding
  • Feb 18 2019
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