Summary Information, Summary for Gift, Total Amount between [the amount range]
On this summary field, select the Filters tab and select Gift, Appeals, Appeal ID equals [the appeal]
For example, the giving level is $1000 to $5000, including only this year's gifts to the Newsletter Appeal:
- Create a constituent query and filter on:
Summary Information, Summary for Gift, Total Amount between $1000.00 and $5000.00 (On the Filter tab for this summary field: select Gift, Appeals, Appeal ID equals Newsletter AND Gifts, Gift Date equals this calendar yr)
- Click Config, Business Rules. Select Gift and click New opening Gift rule.
- Enter a name for the rule, select the query created above, and enter the message you would like users to see.
Consider a constituent who gives $900 towards this appeal. Then, the constituent gives another $900 towards the appeal. The message based on the rule above will not appear until the 3rd gift is entered. Unfortunately, it only appears when a new gift is opened and the constituent already meets the criteria. The same is true if you enter the rule as a constituent rule rather than a gift rule, it will only appear after closing and re-opening the constituent record.