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.

  • Guest
  • Jan 31 2020
  • Reviewed: Need Further Info
Workflow Designer
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  • Tara Sawchuk commented
    15 Jul 20:59

    What I would like is for the workflow to have an option where one of the steps is just to email a specific person, rather than the constituent. An example for us would be the final email of our new donor e-series actually solicits monthly giving; I'd like it to email the annual giving officer every time this happens. Or maybe it could blind copy her.

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  • Rachel Cavalier commented
    November 12, 2021 10:58

    We now have alerts when an action is manually allocated to us, but it would be useful to have them when a workflow assigns an action to us.

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  • Guest commented
    July 31, 2020 23:09

    Yes Kylee, that's exactly what I mean.

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  • Kylee Long commented
    July 27, 2020 21:19

    Hi! Just to make sure I understand, are you wanting a way for the workflow to alert the fundraiser that an Action has been assigned to them? Or are you thinking of something different?

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