To set up Levels, refer to https://powerofus.force.com/articles/Resource/NPSP-Create-and-Manage-Levels
NPSP Levels give you a way to track a constituent’s level of commitment and engagement based on criteria such as total gifts or number of hours volunteered. For example, you may have defined Levels for donors based on the total gifts they’ve donated over time. A donor who's donated $0 to $100 dollars would be at the Bronze Level, $101 - $1000 at the Silver Level, $1001 - $10,000 at the Gold Level, and so on.
Create LevelsYou only need to set up your levels once and thereafter NPSP will monitor the fields you’ve selected and automatically update related Level fields on a nightly basis.
- Click the Levels tab. (If you don't see it, click , then click All Items.)
- You can review already created Levels on this page or from a custom list view.
- Click New to create a new Level. You’ll see a special interface designed to help you select the correct fields.
Level Name (1)—The Name that will appear in the Level field on the Account, Contact, or other object you’ve chosen. You must type in a name before you can enter any other fields.
Target (2)—The object that this level applies to. Select either Account, Contact, or other object you've chosen. See Enable Levels on Other Objects for how to add additional objects.
Source Field (3)—The field that will be totaled across all records to determine what Level the Contact or Account is in. For our example, we selected Total Gifts (a currency field) however you can select any currency or number field.
Level Field (4)—Remember that custom field you created earlier? Here’s where you select it. If you don't have a Level field, you'll need to create one.
Previous Level Field (5)—This field is optional. It stores the previous Level value if the Level changes. Select the custom Previous Level field you created earlier.
Minimum and Maximum Amount (6)—This defines the range of this Level. You can leave Minimum blank to cover all up to (but not including) the Maximum Amount. Likewise, you can leave Maximum Amount blank to cover all amounts over (and including) the Minimum Amount (such as your very top level). Remember, Amount is not necessarily currency.
Engagement Plan Template (7)—If you want to have a series of Task Activities that are automatically generated when a Contact or Account reach a certain Level, this is where you would select that Engagement Plan. See Create and Manage Engagement Plans for information on configuring and using Engagement Plans.
Make sure Active is checked and give your Level an appropriate Description (8).
- If this is the first Level you’re creating, click Save & New. This will automatically clone the existing Level and adjust the Maximum and Minimum values. Just give the new Level a name. You can very quickly set up a series of Levels this way. Click Save on the final Level.