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.
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
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).
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!
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
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).
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!