Including Portal invites in automated workflows

We have automated workflows to send new donors a series of stewardship and engagement emails, each email at certain intervals. It would be ideal if portal invites could be at all automated, so that the same group of donors who receive these emails could also receive a Portal invite, without having to pull up the list and send them manually.

  • Guest
  • Oct 13 2023
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  • Guest commented
    03 Sep 22:32

    Do you know if this was ever added to workflows? I get automatic portal invitations from other NPOs that use other databases, it seems like we should be able to do this as well.