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