Workflow for new donations

Create a workflow that development officers can use, once a donation is received in their portfolio an action is created for them to call, write or email. Now they are running a weekly query to check for this.

  • Guest
  • May 18 2020
  • Reviewed: Need Further Info
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  • Marietta Doney commented
    29 Oct 18:57

    As I learned too late, once a "Workflow" has done it's job, it will not go back and process that donor again, you have to recreate another workflow to capture new gifts - we discussed using annual workflows to prevent losing these large donations

  • Allison Cavazos commented
    January 31, 2023 16:24

    I'm trying to do the same thing. Since workflows can only be created using constituent lists, once a constituent is already on the list, new gifts stop appearing (or at least that's what I've deduced based on some of my more recent gifts not appearing in my workflow).

  • Admin
    Kylee Long commented
    July 27, 2020 21:29

    Hi! Just curious, but are you not able to do this with Lists and Workflow Designer today? I was thinking you could create a list that looks for gifts given between a certain date range (ex: this month, or between certain dates) and then filter by the fundraiser. I am not positive that that is what you are looking for, but just wanted to check because I was thinking this was something you could accomplish today, but please let me know if I am missing something important!