Donation Premiums Part II: Configure Premium Rules

Fundraising: Configuration: Premium Rules

1. This tutorial will cover how to configure premium rules.
2. Premiums are tangible benefits that contacts can receive from your organization, often as a response to making a donation, such as keychains, calendars, coffee mugs, certificates of appreciation, etc.
3. Premium Rules govern the criteria for when a premium is triggered for a donor, including whether or not donations have to be made during certain dates, to a certain campaign or fund, or for a certain amount.
4. Before configuring premium rules, be sure to have configured some premiums in your system (see our Donation Premiums Part I: Configure Premiums tutorial if you need help).
5. To configure premiums, start by clicking Fundraising on the Main Menu and to open the fundraising sub-menu and click on Premium Rules under the configurations heading.
   

   

6. This will take you to the Premium Rules Index screen. You can edit or delete any of the existing premium rules by selecting the drop down to the right of any premium rule. You cannot delete a premium rule once premiums have been triggered under that rule.

   

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

   

8. Start by giving your premium rule a descriptive Name.

   

9. Indicate if there is a minimum donation amount - this is a required field so enter $1.00 for donations of any amount. 
10. Enter a date range if only donations made during a certain time period will be eligible for your premium(s); otherwise, leave the dates blank. 
11. If a donor qualifies for multiple premiums due to premiums crossing donation levels or due to the donor making multiple gifts, you can set a limit to how many premiums the donor will be allowed to have. For example, if you offer a coffee mug to donors who make a $25 donation and a calendar to donors who make a $100 donation, a donor who makes a $100 donation qualifies for both the mug and the calendar because the $25 donation is included within the $100 donation. In this case, do you want the donor to receive both the mug and the calendar or just the calendar?
12. The priority field allows you to indicate the preference order of premiums when the donor qualifies for more than one premium. Lower numbers have high preference (e.g. premiums with a priority of "1" have the highest priority/preference). In the above example, if you set the calendar to priority 1 and the mug to priority 2, and then set the number of premiums that can be opted by the donor to "1", then the donor will receive only the calendar (because it has a higher priority than the mug).

    

13. The This Rule Allows Multiple Premiums to be opted by Contact setting allows you to limit how many premiums a donor may receive when you offer more than one premium per qualified donation. For instance, if donations of $100 or more are offered a mug, a keychain, and a calendar, can they have all three items, two items, or just one? 

    

14. Next, indicate which Fund(s), if any, a donation must be made to in order to qualify for the premium(s). You may choose multiple funds.

    

15. Lastly, select which Premium(s) donations that meet the rules specified above qualify for from the list of premiums you have previously configured. You may choose multiple premiums.

    

16. When you have finished configuring your premium rules, click Save.

    

17. See Donation Premiums Part III: Premium Fulfillment for how to track which donors are eligible for premiums and for managing premium fulfillment.
18. See also our recording of the Year End Thanks, Premiums, and Ask Arrays webinar for how to configure and use premiums.