could also add HoH processing as a selection criteria in Workflow audience

Please add this to workflow! The "when a constituent gives a gift" criteria is not functional without it.

So I think the list would work, but I just learned that I have to go in and recreate the workflow on a monthly basis since it won't pull a constituent more than once. I don't have the ability on the list to filter on gift date added. I could be adding a gift with a gift date of last week so I think when I first recreate that workflow I could get duplicates. I haven't tested it yet, but I think that's what would happen. With the filers on the workflow I would get people who had a gift entered the day before so it would be easy to deactivate the old workflow and activate a new one without getting any duplicated actions. Plus it's just easy to create the criteria right in the workflow when I only have 1 filter, the gift amount.

Hi! Have you tried doing this with Lists instead of the Constituent Criteria in Workflow Designer? In Lists you can choose to include/exclude soft credits with the filters. You could just build the list you want, choose to exclude soft credits, and then use that List for the workflow. Would that give you what you are looking for?