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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  • Christel Tatro commented
    09 Feb 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.