I just tried to use the gift receipting function for this, but that does not allow receipting to zero dollar gifts - even though you can pull the list in and create an appropriate template. But, yes an automatic workflow would be preferable.
I agree - this would be a huge help. In addition, if credit card pledged gift donors could be automatically emailed, that would be a huge time saver in our workflow!
I built a workflow but you cannot pass a constituent through multiple times. So if someone declines 2 months in a row they only get the one email.
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I just tried to use the gift receipting function for this, but that does not allow receipting to zero dollar gifts - even though you can pull the list in and create an appropriate template. But, yes an automatic workflow would be preferable.
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I agree - this would be a huge help. In addition, if credit card pledged gift donors could be automatically emailed, that would be a huge time saver in our workflow!
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Yes! It would be also great to be able to action Recurring gifts with expiring credit cards - we are sending emails to donors manually now.
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