We'd like the ability to trigger a workflow based on more things
Some examples:
When a constituent is created - Prompt a team leader to assign a fundraiser
When a constituent is marked as deceased - Prompt their fundraiser to update their contact details
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Guest
- Jul 1 2020
- Reviewed: Voting Open
We need to be able to add someone to a List when they've been marked as Deceased, so that a workflow can be triggered.
A common trigger for other tools would be things like:
Clicking a button or link in the email
Acted on some specific CTA
I'd like to see a trigger when a certain annual or lifetime giving threshold is met.