Add Recent Gift as a condition in Workflow

It would be helpful from a campaign/moves management stand point to add something like "Has given a gift" as a condition in Work flow.

For example if the donor has given the gift they were solicited for, a follow up action for a thank you/stewardship phone call or email would be activated. If not, another follow up action would be created.

I think when checking on the gift, one should be able to specify if the gift was given to a specific appeal or campaign.

  • Charlene Obana
  • Apr 14 2020
  • Reviewed: Need Further Info
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    Kylee Long commented
    July 27, 2020 22:04

    Hi! Could you not create a List in NXT that fiters by "gifts given to a certain campaign/appeal" and then choose that list for the workflow? Or are you looking for something different? Just want to make sure I understand!