Lookup Supporter Gadgets – Transaction History
The Supporter Lookup’s Transaction History gadget displays a list of the supporter’s transactional history stored within Engaging Networks by transaction type. Therefore it is a good overview of how the supporter has interacted with your pages and emails.
Each transaction item includes the three-letter transaction type, reference name of the transaction (such as page name or question name) and the date when the interaction occurred.
You can customize the type of transactions displayed and how many are displayed at once. You can also include multiple gadgets of this type in your layout with different filters and give each a custom display name.
What is displayed in the gadget?
Here’s an example of how the gadget might look for a supporter:
There are several pieces of information:
Colour – the colour of the bar gives you some quick information on the transaction. Green denotes a successful donation or event, red a failure. Blue are advocacy actions, light orange are opt-in submissions, dark orange are email activities
Type – the three-letter code denotes the type of transaction. See below of more information
Name – the name is the page name of an advocacy or fundraising transaction or email. For opt-ins it is the name of the opt-in itself
Date – when the transaction occurred (EST timezone)
The “Transaction History” gadget is meant to be a visual representation of the transaction only and does not allow you to accomplish transaction-specific tasks. The transaction-specific gadgets have additional functions built in to do this.
Getting more details
If you click on any of the items, it will slide open to reveal more information about that transaction. What is displayed depends on the transaction type. But some common ones are:
Time – the time the transaction occurred
For page completion types, e.g. ETT or FCS, these rows are also available:
Campaign ID – this is the campaign ID of the advocacy, donation or event page. Note that this is not the same to the page builder ID that can be seen in the URL
Tracking parameter – the tracking used on the transaction, if this was set up
Appeal code – the appeal code of the transaction, if this was set up
Device – the device (browser) used
In addition to these, we’ll list some of the more common transaction types and additional information available here:
EBC: Email broadcast transaction
Email broadcast transactions are denoted as EBC. Only emails that have been opened, clicked, completed or unsubscribed will be displayed here. You can click on the item to display more information on these activities.
Click here for more on email broadcast transaction data
ETT: Email to target transactions
Email to target transactions are denoted as ETT. Only fully participated ETTs (rather than registrations) are displayed, although you can export registrations as well. In addition to the standard information that is shown, ETT transactions include a Contact that is the target of the ETT, and a Contact Organization which is the Organization (often the area they represent, e.g. constituency) of the target.
QCB: Opt-in transactions
Opt-in transactions are denoted as QCB.
Source – the name of the page that the opt-in was submitted on
Response – the response (Y or N) to the opt-in
Opt in statement – the content of the opt-in that was submitted. Note that this will only appear if you have amended or re-saved your opt-ins after 20 April 2018 which is when this facility was added to the software
Transaction History Download
You can click the down arrow to download all transactions, or user data, for the supporter. Read more here.
Settings
By default this gadget loads with a default name, every transaction type displayed and only ten transactions are loaded at a time.
To customize the display name, which transaction types are displayed, or to change the number of transactions loaded at a time click on the settings icon 
Enter the new name into the text field provided
You can choose to load 5, 10, 20, 30, and 50 transactions per page
Click on the transaction types you would like to disable/enable
Click “Save” once you are complete customizing the gadget to apply your changes.
In order to view the custom display name of your gadget you must first exit the supporter record.
Campaign types
Code | Meaning |
|---|---|
ETT | Email to target |
DCF | Data capture - Other data capture |
PET | Data capture - Petition |
EMS | Data capture - Email subscribe form |
UNS | Data capture - Unsubscribe form |
SVY | Data capture - Survey |
TAF | Email a friend (legacy) |
ECF | E-card transaction |
TWT | X Post to target |
CTT | Click to call |
EBC | Broadcast email These are not generated for sends. Only interactions like opens, clicks, form completions, etc. |
SBC | Broadcast SMS These are only generated for message clicks, not sends or opens. |
MBC | Marketing broadcast email |
FCA | Cash donation |
FCH | Cheque donation |
FCR | Recurring credit card payment |
FCS | Single credit card payment |
FUR | Recurring payment not managed in Engaging Networks |
FBR | Recurring bank payment |
FBS | Single bank payment |
FRU | Recurring Update |
ACS | Peer-to-peer single credit card payment (legacy) |
ABS | Peer-to-peer single bank payment (legacy) |
ACR | Peer-to-peer single credit card recurring payment (legacy) |
ABR | Peer-to-peer single bank recurring payment (legacy) |
ACC | Peer-to-peer check or cash payment (legacy) |
ACF | Peer-to-peer event registration credit fee (legacy) |
ABF | Peer-to-peer event registration bank fee (legacy) |
AMR | Peer-to-peer registration (legacy) |
ECS | Event single credit card payment |
EBS | Event single bank payment |
ECC | Event check or cash payment |
FOC | One click donation |
FIM | In memoriam transaction |
MSP | Membership transaction |
MEM | Membership transaction (legacy) |
P2P | Peer to peer donation (legacy) |
PRG | Peer to peer registration (legacy) |
RFD | Refund transaction |
QCB | Question checkbox |
PTM | Premium transaction |
ETM | Symbolic Giving transaction |
PFRP | Peer-to-Peer Registration |
PPAY | Peer-to-Peer Registration Payment: |
PACS | Peer-to-Peer Registration Additional Donation |
PACR | Peer-to-Peer Registration Additional Donation: Recurring |
PFCS | Peer-to-Peer Credit Donation |
PFCR | Peer-to-Peer Credit Recurring Donation |
PFCA | Peer-to-Peer Cash Donation |
PFCH | Peer-to-Peer Check Donation |
PRFD | Peer-to-Peer - Refund Single/Recurring |
PFIM | Peer-to-Peer - In Memoriam |
PITM | Peer-to-Peer - Incentive Item |
PFOA | Peer-to-Peer Site Organization Association |
PFTC | Peer-to-Peer Team Create |
PFTA | Peer-to-Peer Team Member Addition |
PFTE | Peer-to-Peer Team Member Exit |
IPPU | Individual Peer-to-Peer Page Update |
TPPU | Team Peer-to-Peer Page Update |
NOTE: The following transaction types are not visible in the transaction history gadget:
Supporter Service Create SSC
Supporter Service Update SSU
Event Ticket Attendee ETA
Event Ticket Purchase ETK
Hub Supporter Update HSU
Manage Supporters Create MSC
Manage Supporters Update PTM
Manual Supporter Update MSU
Question Confirmation QCS
Question Multiple Response QMR