Add "___ days ago" element to filters like "First/Last/Greatest Gift Date"

As Lists are set up currently in NXT, the "gift date" filters have options like "Specific date range" and "Last month/quarter/fiscal year", etc. However, one more element that would help immensely with automated workflows is to have a filter that shows the gifts that were made a certain number of days ago.

For instance, if one wants to create a workflow that sends a specific a stewardship email 6 months after a new donor's first gift, then one would design a List that pulls constituents whose "First Gift" was "180 days ago", and have the workflow refresh that list daily. One could extrapolate many other uses for Lists filters that include "___ days ago".

  • Guest
  • Oct 12 2023
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  • Andrew Jupp commented
    04 Nov 19:37

    you can also vote here: https://renxt.ideas.aha.io/ideas/RENXT-I-6311


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  • Andrew Jupp commented
    04 Nov 19:37

    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


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  • Christel Tatro commented
    February 09, 2024 17:36

    This would be helpful. We would like to follow up with first time donors, but not immediately after their gift is made. A time qualifier for the first action would help us space out our communications.

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