Generate a Welcome Letter to New Donors through Workflow Deisgner

It would beneficial to my organization as well as others, to create a workflow for new donors to generate an email to the constituent thru the marketing feature. My idea would to have a welcome letter created in marketing that would be assigned to this.. It would also be a great idea for the workflow to designer to possible generate an outlook email rather than an action, if the organization desired to do so. 

  • Guest
  • Apr 10 2019
  • Shipped
Email
  • Attach files
  • Andy Nolan commented
    March 06, 2023 23:45

    I took the webinar and made a welcome series. However, the functionality of the welcome series is way more limited than the class admits. We we need to be able to filter by additional fields in workflow and in lists for our welcome series to run the way we wish. Hoping additional fields/options coming to list and workflow soon!

    Attachments Open full size
  • Admin
    Kylee Long commented
    August 11, 2020 21:02

    Here is the link to register for the webinar if you are interested!

    Attachments Open full size
  • Admin
    Kylee Long commented
    August 11, 2020 20:25

    Hi everyone. We just shipped a new functionality in RENXT that would allow you to send a series of Emails with Workflow Designer. This means you can create a workflow for new donors, and send them a series of "welcome" emails, per the request above.

    This feature is generally available for all RENXT clients, so you should all have access to it right now. Just go to Tools>Workflow Designer. You will create your Emails under Email Marketing, and then just add those emails to a workflow.

    If you would like more information on how this new feature works, we are hosting a webinar this Thursday, Aug 13th at 2pm EST that you can register for. If you can't attend, the recording will be available for all registered attendees after the webinar airs. We hope to see you there!

    For any feedback you have once you start exploring the feature, please comment in the Community.

    Attachments Open full size

Related ideas