Add branching logic to workflows

For example, if a constituent does not have an email then add an action for a fundraiser to send the letter via mail

  • Kirsten Stovall
  • Sep 24 2020
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  • Guest commented
    February 14, 2023 21:12

    Sorry if you already covered this and I missed it: 1. can conditions branch? IE if the intro phone call goes well, proceed to sending questionnaire. If call does not go well, email donor and thank them for their time. 2. to get around the 20 step limit, can the conclusion of one workflow trigger another workflow? for example, the end of the first workflow might be: development officer updates constituent profile with appropriate tag. Then can adding a specific tag trigger a new workflow?

  • Guest commented
    February 14, 2023 21:11

    This is so important. Please consider adding! A way my organization would use this would be: if an interaction with a donor goes well, proceed to next fundraising step but if an interaction goes poorly, send a thank you email and remove the donor from a prospect list.

  • Allison Cavazos commented
    September 13, 2022 14:13

    Yes, it would be helpful to have logic based on giving or other constituent responses (attends events, etc.)

  • Jennifer commented
    August 19, 2021 13:18

    I also want to see other forms of conditional branching for workflows. with GIFT being the primary condition, about 80% of our constituents are left out of this logic.