We use Gravity to take charitable gifts for a non-profit. We export entry data from Gravity & import it into our CRM to process these gifts. One of the things we collect is the fund, e.g., where someone’s gift should be applied. There are 3 possible fields we use to collect that info from a donor:
- a hidden free-text field that we pre-fill via a URL string
- a dropdown menu of funds with IDs stored as values
- an “other designation” free-text field where a donor can name their own fund
Data will be recorded in either 1, 2, or a combination of 2 and 3 above – the other designation field only shows when the dropdown menu option is set to “other”.
The problem we have is that there’s a single field in our CRM where the fund data goes. Is there a way to use merge fields to consolidate the data from the 3 fields above into a single field that can be mapped into our CRM? Any thoughts/insights would be appreciated.