Set up donor levels
Give your regular supporters a private level they can see in their own account.
A donor level is a named rung on your organization’s own ladder, such as “Devotee 信众” or “Merit Patron 功德主”, that a donor earns by giving to you. A donor reaches a level in either of two ways: by their total giving, or by how many days they have given. Someone who gives a little at every new and full moon for years can stand beside someone who gave one large gift.
Levels are private. Only the donor and your team see them. A donor sees their own level in their account, with your words for it and the date they reached it, and never an amount. Nothing is shown on your public pages.
An Owner can change which roles have this in Account access. Levels are part of the Pro and Enterprise plans.
Before you start
Section titled “Before you start”- Levels are off until you switch them on. When you switch them on, DonorCARE works out every donor’s level from their past giving. It sends nothing to donors when it does this.
- Completed gifts count, including cash your team records. Test-mode gifts and sample campaigns never count. A gift that is voided stops counting, so a donor’s level can go down; nobody is told when that happens.
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Open Donors → Levels.
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Choose a ready-made ladder. Pick the temple merit ladder or the general ladder, then select Use this ladder. Each level shows what it takes, for example “RM 2,000 or 36 giving days”.
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Adjust it if you want to. Rename a level, change its colour or its description, change the amount or the number of giving days, add or remove a level, or move one up or down. Leave the amount or the giving days blank to turn that path off for a level. Select Save.
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Switch levels on. Confirm in the dialog. Within a minute, each level shows how many donors hold it.
A giving day is a calendar day, Malaysia time, on which the donor gave at least once. Ten offerings in one visit count as one giving day.
If something goes wrong
Section titled “If something goes wrong”| What you see | What it means | What to do |
|---|---|---|
| “Must be higher than the level below it” | An amount or a number of giving days is not higher than the one on the level below. | Each level needs more than the one below it, on each path you use. |
| “Set an amount, a number of giving days, or both” | A level has neither. | Fill in at least one. |
| A message that your plan does not include levels | Your plan is Free. | Upgrade to Pro or Enterprise in Settings → Plan. |
| “Choose a ladder first” | You tried to switch levels on with no ladder. | Pick a ready-made ladder first. |
Related
Section titled “Related”Screenshots use sample data. Every screen on this page is captured against a demo organization seeded with generated donors, amounts, receipt numbers and campaigns. Any resemblance to a real person or organization is coincidental.