Create a gift business rule using a constituent query which filters on:

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.



      Important Considerations:

      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.