Create Donor Giving Levels as Populations

The first step to automate placing donors into giving levels is to create each giving level as a Population. To add new populations:

1. Click Database in the top navigation bar and select Populations.

2. Click Insert.

3. Enter the following configurations in the popup window:

   • Status - Active

   • Name - Provide the name of the giving level (such as "Gold," "Silver," "Bronze," etc.). You may wish to have a set of donor levels every year in order to keep a historical perspective of who was in a given level for a particular year.

   • Scope - For person donors, select "Person".

   • Folder - Create or select a folder.

4. Click Save.

5. Repeat these steps for each giving level.

Click the Slate Scholar Lightbulb    in the top left corner for a complete listing of all setting descriptions.

Add Donors to Populations Using Rules

With populations created, the next step is to place donors into the populations using the Rules Editor:

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Name the rule in a way that will correspond to the population.

   • Base - Configurable Joins Library (Preview) - Person

   • Type - Person Population

   • Folder - Create or select a folder.

   • Exclusivity Group - If the donor should only ever be in one giving level at a time, create an exclusivity group. 

     • Non-deterministic - Rule is deterministic and has an exclusive priority

     • Priority - 1

   • Status - Preview

4. Click Save.

5. Add the appropriate filters to define which records should be added to the population. 

6. In the Action setting, select the population/giving level that corresponds to the filter criteria. 

7. Click Save.

Activate the Rules

Once the rules have been created, the final step is to activate them. To set the rules' statuses as active:

1. Navigate to each individual rule and select Edit.

2. While editing the details of the rule, change the status from "Preview" to Active.

3. Click Save.

4. Click Save, again, on the rule itself. 

Once all of the rules are active, we recommend running a retroactive refresh on all of the records within the database. This will trigger the records to be evaluated by all of the rules, including the newly active giving level rules.

Example Donor Giving Levels