Adding date options to workflow

For some groups of donors, I would like to add an annual plan workflow;

on January 3 - Happy New Year

April - Happy spring stewardship touch

August - gearing up for autumn

November - tis the giving season

Rather than determining the number of weeks or months between actions, I would fantastic to be able to set a date for an action that would be applied to groupings!

  • Kelley Montfort
  • May 27 2021
Actions
  • Attach files
  • Guest commented
    June 16, 2021 21:03

    I agree! This would be super helpful for a Monthly Donor Stewardship Plan. My organization could plan out specific emails to go out to our monthly donors each specific month and automate that process rather than storing the info. in a spreadsheet.

    ×

    Attachments Open full size

Related ideas