TABLE OF CONTENTS


The Donation History Feature empowers subaccount admins to leverage ActBlue donation history to create stronger fundraising campaigns. 


When the Donation History Feature is enabled and the subaccount has donations synced from an ActBlue webhook integration, subaccount admins have the ability to:


  1. View the Donation History tab that provides detailed information on all ActBlue donations synced with Scale to Win Text, including the donation amount, donor's name, address, phone number, and source.

  2. Filter your list of Short Code contacts by donation history (e.g. total donation amount, last donation date, etc.)

  3. Customize messages using donation history information (e.g. "Thank you for donating $25 last month! Will you support us again this month?).


Note: Data synced from ActBlue may include donations made outside of Scale to Win Text campaigns. 


Enable The Donation History Feature
The Donation History feature can only be enabled by an Organization Owner via Organization Settings. 

  1. Navigate to your Organization Settings.

  2. Click on Settings and scroll to Donation History Features. 

  3. Toggle on the subaccount where you want Donation History enabled 

  4. Click Save.

Note: The Donation History feature is enabled per individual subaccount. To enable this feature account-wide, click the “Set for all subaccounts” toggle on.

Donation History Page

  • A Donation History menu option will appear on the left side of the subaccount after Donation History is enabled

  • From the Donation History page, you will see any ActBlue donations that have been synced to Scale to Win Text



To optimize the donation history feature, import all historical donation data from ActBlue from the period after your webhook was configured. To do this, click the Import Donation History button, then select the desired integration and the relevant date range for the donations.



Filter & Import Your Short Code Subscribers Based On Donation History

Once donation history is enabled, you can import Short Code subscribers into your campaign through the Load Contacts step by utilizing the Donation History Filter Type.



Below is the list of available donation history filters you can use to import previous donors into your Short Code campaign: 



You can apply multiple donation history filters when uploading contacts for your Short Code campaigns. After applying these filters, you can see the total number of contacts before importing your list. For more information on using filters to upload contacts in your Short Code campaigns, click here.


Customize Your Message Based On Contact Donation History

Once donation history is enabled, admins can customize their initial messages based on contact donation history imported from ActBlue. Below is a list of available merge fields available to use in your initial message scripts:


  • {{total_donation_amount}}

  • {{total_donation_count}}

  • {{last_donation_amount}}

  • {{last_donation_date}}

  • {{highest_donation_amount}}

  • {{average_donation_amount}}

  • {{first_donation_date}}

  • {{last_year_donation_total}}

  • {{this_year_donation_total}}

  • {{last_month_donation_total}}

  • {{this_month_donation_total}}

  • {{is_recurring_donor}}

  • {{recurring_donation}}

  • {{has_donated}}

  • {{has_mobile_donation}}




Note: Field values for donation history are calculated after the contact list is loaded in the campaign. 


For example: If you want to include the total_donation_amount in your message, the total_donation_amount value will be set when you load your contact list during campaign creation. If a contact contributed $50 before contact load and donates $10 after you load the contacts in your campaign, their message will show $50 contributed.


Using The Date Filter To Customize Date Fields In Messages

Admins can customize their message copy based on contact donation history imported from Act Blue. By default, the fields first_donation_date and last_donation_date are presented as ISO8601-formatted strings (i.e. 2025-09-30T14:20:55.722Z). To format them in a message you need to apply a  date filter that includes the date format along with the time zone you would like to use.


For example: If you want to display a first donation date for a user in the ET time zone and in MM/DD/YY format you would enter: {{first_donation_date | date: "mmddyy","et"}}


The available formats are:

  • mmddyy: "10/15/25"

  • month: "October"

  • short_month: "Oct"

  • year: "2025"

  • short_year: "25"

  • weekday: "Tuesday"

  • short_weekday: "Tues"

  • day: "15”


The available time zones are:

  • at: “America/Puerto_Rico”

  • et: "America/New_York"

  • ct: "America/Chicago"

  • mt: "America/Denver"

  • pt: "America/Los_Angeles"

  • akt: "America/Anchorage"

  • hat: "Pacific/Honolulu" (Hawaii & Aleutians)

  • utc: "Etc/UTC"


For example: “People who donate on {{last_donation_date | date: "day", "ct" }} are the best.” would be shown as, ”People who donate on Wednesday are the best,” in a message. 


Note: If you use a format or timezone we don't recognize, you will see an error message.

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