Our lowest membership level is a $50 donation--but that amount is meant to be cumulative, not an initiation fee, so we have a "pre member" level below that (with a range of $0.01-$49.99). This level has a duration of 1 month and no lapsed/renewal period, with the intention that if someone gives again during that period, the PRE membership will upgrade to the $50+ giving level.
We are hoping to begin reaching out to donors whose giving is between membership levels to see if they want to increase their gift to upgrade to the next level. We'd like the emails to say something like, "You're just $5 away from XXX level Membership!" In particular, we want to encourage donors in this "pre member" level to give the DIFFERENCE that will allow them to upgrade to the $50 level.
Is there a way to create this field in an output set that could be imported into WordFly?
Yes, you could do this by creating a SQL view (via SSMS) that does the calculation.