Report using custom fields

Robyn Jackson

• October 17, 2024 17:20

I have two forms where I included a form specific field (in the 'Donate' section of the form designer) asking if the donor wants their gift to be anonymous. How do I pull a report that includes this information?  I want to be able to just pull a list, rather than having to go through each transaction.

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  Spencer Goudswaard

  • October 24, 2024 00:18
  • Edited

  Hi Robyn,

  I haven't found a direct way to do this in Keela but you can pull a .csv list by going to the Responses tab on the form, selecting all the contacts, and selecting the action export to .csv. You can then sort the .csv file by who said yes to their gift being anonymous and import them back into Keela. I would either do a contact import and tag them as anonymous or an interaction import and make the subject something like "anonymous". Then you can pull a segment based on that tag or interaction.

  Hope that helps!

  Spencer

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