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Custom types allow you to add filters for supporter field. Donation pages also allow you to filter on donation amount, currency, recurring donation frequency, if a new supporter, if donated in memoriam, and based on Appeal code, Direct gift, Payment type and fields Other 1-4. It also allows filtering based on event ticket for event pages.
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Note: Additional custom filter options as noted above have been added as of Release 4.2.
Recurring gift types are only available for donation pages. They do not have filters on and should be used if there is a possibility that the supporter could submit a recurring gift.
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Apply to: If you are using a donation page, you apply the rule to Single gifts or Recurring gifts.
Filters: this is where you choose the type of filter. In this case it is “Supporter field”. Click the green [+] button to attach the filter
If submitted value of: choose the field you want to filter on
You can then add the operator, either Equals, Not equals, Starts with or Ends with
And finally you would type in the value you want to filter on
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You can add multiple filters which string together via an “AND” rule, which means each condition must be true for that thank you email to be sent.
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Recurring frequency filter has been added in to allow for further customization of recurring payment autoresponders.
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Other 1-4 Filters
For Custom Fields Other 1, Other 2, Other 3, and Other 4, additional filters can be added to specify according to the value being equal, not equal, starts with, or ends with a specified value.
Payment Type
For payment type, additional filters can be added to specify according to the value being equal, not equal, starts with, or ends with a specified value.