Add "Select Appeal" to workflow designer

In workflow designer, there's no option to select an appeal - only fund. I can't create a workflow for an appeal's first-time donors.


  • Art Bryman
  • Mar 22 2023
  • Reviewed: Voting Open
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  • Suzanne Hopkins commented
    January 24, 2025 23:34

    Should be able to select campaign and appeal. My ED wants to be able to call everyone who gives a certain $ amount for a certain campaign. I setup a workflow to create an action list. Unfortuantely, she has to weed through all the gifts because of the limited criteria options available.