AudienceView Connect

Creating a Renewal Gift Rule

 

To create a new gift rule, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Renewals tab.
    The Renewals|Search page appears.
  3. Search for and select the renewal that you would like to work with. For more information, refer to Utilities - Renewals|Search Page and Performing Searches.
    The Renewals|Details page appears.
  4. Select the Gifts tab.
    The Renewals|Gifts page appears.
  5. Click 'Add Rule'.
  6. Enter the gift details into the applicable fields.
    For more information, refer to Utilities - Renewals|Gifts Page.
  7. For every gift rule that you want to add, repeat the process from Step 5.
  8. Click 'Apply'.
    A window confirms that the application updated the renewal.
  9. Click 'OK'.

Information
If the destination gift set in the 'Gift To' field has a fixed amount configured, the renewal order will set the renewal gift amount to the fixed amount. If the destination gift does not have a fixed amount configured, the renewal order will set the renewal gift amount to match the gift amount on the source order.

Caution
Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later.