Add Benefit Levels to an Appeal

To award different benefits based on giving levels, you can create benefit programs for your appeals. To create benefit programs for an appeal, you can select benefits from the Benefits Catalog. When you add a benefit to an appeal, you specify the minimum revenue amount required to receive the benefit. You can define multiple giving levels, so different amounts qualify for different benefits. For example, you may give a gift bag as thanks for donations of $500 or more and a t-shirt for donations between $100 and $499.

From the General tab of the appeal record, you can add a benefit program with an unlimited number of giving levels. When you create the benefit program, the benefit levels must have these characteristics:

• The levels must be consecutive and cannot have gaps in the ranges. Level 1 does not have to start at $0.

• The levels cannot overlap.

• The program calculates a level’s maximum value based on the minimum value of the next level. The maximum value of the last level is open-ended.