Create or Edit a Donor Rule

To create or edit a donor rule: 

1. Navigate to the appropriate proposal type. 
2. On the Program Configuration tab, click the Rules hyperlink. 
3. Click the Donor Rules hyperlink. Donor Rules can be configured using either of the following methods: 
   1. In the Rule Name column, click the hyperlink for an existing rule to edit its parameters; Or, 
   2. In the Donor Rules panel, click the + New Donor Rule button to add a new Donor Rule. 
4. Configure the following parameters: 
   1. Donor Rule Name 
   2. Active 
   3. Eligible 
   4. Non-Rejected Match Amount 
   5. Non-Rejected Transactions 
   6. Transactions 
   7. Scope 
   8. Total Match Limit 
   9. Total Transaction Limit 
5. Add criteria, if applicable. Follow the steps below: 
   1. In the Criteria section, select an option from the Select Criteria dropdown menu. 
   2. Click the + Add Criteria button to add the selection to the Donor Rule. 
6. Click the Save button to save your settings. 
7. Click the Done button to return to the previous page. 

8. Learn more about Donor Rules