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Additional criteria options beyond "Gift" when designing workflow
We have a membership base that is separate from donors and send out regular email communication about expiring and lapsed memberships - additional criteria options beyond "gift amount" for Workflow designer is needed.0
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Allow workflows to pull from Dynamic Queries!
Allow workflows to pull in constituents form dynamic queries. This way hopefully they would update in real-time when new data is available.0
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Enable Teams Phone Integration for Click-to-Dial in RE NXT
In RE NXT, users currently benefit from Zoom Phone integration, which allows them to click on a phone number and have Zoom Phone automatically open with the number pre-filled—making it quick and easy to initiate a call. This feature has been a sig...0
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Incorporate receipting tool with workflow
I'd like to be able to do more with the workflow tool. Right now, receipting ongoing gifts is a manual process, it would be great to be able to automate it through workflow. Why not give a receipting option through workflow whereby gifts meeting c...0 Reviewed: Voting Open
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Add a status field for the action for workflow designer
Currently the status field is empty when creating actions in the workflows. One then has to go in and set the status to open or closed. This defeats the purpose of saving time by mass adding the actions in this way.2 Reviewed: Voting Open
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Add specific dates into workflow conditions
As well as being to state a specific amount of elapsed time before the next action / email to be completed next in a workflow, it would also be useful to be able to specify a date when this is to be completed. This would be helpful when using thes...1 Reviewed: Voting Open
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When copying workflows, please include lists and emails
Currently lists and emails are not copied when a workflow is copied. Please can this beat least an option, so when you copy a workflow to add more steps, you don't have to find the list and reset the email to workflow and re-attach it.0 Reviewed: Voting Open
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Add Alerts to the Workflow
It would make it easier to add alerts to the fundraisers whenever a specific event happens. I know that I can create actions, but most of the fundraisers don't utilize it. It should be added exactly like actions in the workflow module.3 Reviewed: Need Further Info
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Allow constituents to be removed or suppressed from an active NXT Workflow
We would like to have the ability to remove individuals from an assigned Workflow. For example, we have setup a five part Email Welcome series using Workflow. We would like to remove anyone who makes a gift prior to email #4 and #5. Unfortunately ...4 Reviewed: Voting Open
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Workflow based on gift criteria to allow gift "between" amounts
It would be great to be able to design a workflow that triggers if a constituent gives a donation BETWEEN specific amounts and not just greater / less / equal / exactly.2 Reviewed: Voting Open