In Constituent List Add the option for Gift Date in last "specific range of days"
I am trying to build a functional Workflow designer and it would be very helpful to have w/ Lists>Constituents to have option to have gift date drop down menu include "in the last "Specific range" of days." This an option when building a gift list and it would greatly help me bc the current drop down options do not meet my need for workflow designer.
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Therese Junker
- Jan 10 2022
- Reviewed: Voting Open
Related ideas
This would be very helpful for building Constituent Lists for use in segmented, timely follow-up emails/workflows or for using as an exclusion to segment for other appeals. I really appreciate that this filter option it is available in gift lists, which naturally provides more granularity in gift filtering, but also need it in Constituent Lists for the Any Gift and Last Gift filters. One case is that we often want to send specific marketing emails for an appeal, but would like to exclude a list of constituents who have already given over a certain amount or any one-time gift within the past xx days. Having "one of" date options in query can kind of work for starting a List, but for instance if I'd really like to use "Past 30 days", "this month OR last week" doesn't go far enough if it is early in the month yet "This month OR Last month" may be too long if we're in the last few days of the month.
you can also vote here: https://renxt.ideas.aha.io/ideas/RENXT-I-6311
This is available in a gift list but not a constituent list. Which I agree makes building out workflows very difficult.
Please add "last number of days" to the gift date data range options in constituent lists