Donation Premiums Part I: Configuration: Premiums (Version 2+)

Fundraising: Configuration: Premiums

1. This tutorial will cover how to configure premiums.
2. Premiums are tangible benefits that contacts can receive from your organization, often as a response to making a donation. Examples of premiums are keychains, coffee mugs, certificate of appreciation, lunch with the executive director, etc.
3. To configure premiums, start by clicking on Fundraising on the Main Menu to open the fundraising sub-menu and then click Premiums under the Configurations heading.

   

4. This will take you to the Premiums Index screen, where you will see a list of all of your currently configured Premiums.
5. To edit or delete an existing premium, click on the drop down to the right of the premium. You cannot delete a premium once the premium has been triggered/queued up for a donor.

   

6. To create a new premium, click on the Add Premium button in the lower right.

   

7. In the resulting screen provide a unique Code and a Description for this premium, such as "Mug" or "Pink Mug."

   

8. Next, indicate the Fair Market Value of the premium/item. 
9. You can upload an image of the item as well by clicking in the image uploader box.

   

10. When you have finished configuring the Premium, click on the Save button in the lower right.

    

11. See "Donation Premiums Part II: Configure Premium Rules" for how to configure the criteria for which donations qualify for premiums.
12. See "Donation Premiums Part III: Premium Fulfillment" for how to track which donors are eligible for premiums and for managing premium fulfillment.
13. See also our recording of the "Year End Thanks, Premiums, and Ask Arrays" webinar for how to configure and use premiums.