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Navigation: MAILING > TEXT RULES > Step 1: Configure the Include Text Rules

Create the Conditions for Each Include Text Rule

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Create Conditions to use specific text when a donation is under $100 or if the donation was generated by a specific campaign.  

Remember that the Default Rule should NOT have any conditions.

1.In the Include Text Conditions window right-click.

2.Select Add Condition from the drop down menu.

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3.On the Add Condition form, select a value from the Condition drop down list.  There are many conditions to choose from including Payment Source and Payment Amount.

4.In the Operation field, select a value from the drop down list.  Options include equals, is greater than, less than etc.

5.In the Value field, enter the value for the condition.  This could be a source code or a minimum or maximum payment amount.

6.In our example, we want to insert text when a donation is over $100, so we would select:

Condition:

Payment Amount

Operation:

Is less than or equal to

Value:

100

 

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7.Click the Ok button to add the condition.

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8.Repeat these steps to add further conditions to the Text Rule. The conditions added will be AND conditions. All conditions must be satisfied for the rule to return true.

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