Understanding the Requirement

The non-profit client generates custom donation ask amounts for fundraising appeals outside the CRM platform, in a spreadsheet, and needs to accommodate many appeals over time.

This requires a scalable solution that can handle multiple appeals and donation ask amounts per recipient.

Platform-Level Considerations

In Salesforce Marketing Cloud, Data Management is crucial for handling large datasets and creating relationships between them.

A Data Model Object (DMO) is needed to store the donation ask amounts, and a Data Graph is required to link the DMO to the recipient data.

The root cause of the problem is the need to create a scalable and dynamic solution that can handle multiple appeals and donation ask amounts per recipient, while also being able to display the last three donation asks in the email.

Possible Solutions

One possible solution is to upload the files into a custom DMO, one per appeal, and then build a custom Data Graph, one per appeal, that links to the specific DMO fields.

However, this approach may not be scalable and could lead to data management issues.

Recommended Approach

A better approach is to use a single DMO tied to the Individual, and then add this DMO in the Data Graph.

In the email, use a repeater and configure it to display only the last three donation asks, using the Filter and Sort Data section.

Data Graph Configuration

/* Data Graph Configuration */
var dataGraph = {
  "nodes": [
    {
      "id": "donationAskAmounts",
      "label": "Donation Ask Amounts"
    }
  ],
  "edges": [
    {
      "id": "donationAskAmounts_to_Individual",
      "label": "Donation Ask Amounts to Individual"
    }
  ]
};

Heads up: Make sure to configure the repeater to display only the last three donation asks, using the Filter and Sort Data section.

Implementation Checklist

Implementation Steps

• Create a single DMO tied to the Individual
• Add the DMO in the Data Graph
• Configure the repeater to display only the last three donation asks
• Use the Filter and Sort Data section to filter and sort the donation ask amounts
• Test the solution to ensure it works as expected
• Document the solution for future reference

Frequently Asked Questions

What is a Data Model Object (DMO)?

A Data Model Object (DMO) is a data structure in Salesforce Marketing Cloud that allows you to store and manage data.

How do I create a Data Graph in Salesforce Marketing Cloud?

To create a Data Graph in Salesforce Marketing Cloud, go to the Data Management section and click on Create Data Graph.

Can I use a repeater to display multiple donation ask amounts in an email?

Yes, you can use a repeater to display multiple donation ask amounts in an email, by configuring it to display only the last three donation asks.

How do I filter and sort donation ask amounts in the Data Graph?

You can filter and sort donation ask amounts in the Data Graph using the Filter and Sort Data section.

What are the benefits of using a single DMO tied to the Individual?

The benefits of using a single DMO tied to the Individual include improved data management, scalability, and reduced complexity.