Allow constituents to enter workflows multiple times

A constituent should be able to enter a workflow again if the prior workflow's steps have been completed. I would love to set something up to automate an action that requires a constituent to be called by an assigned solicitor once they make a gift - but that can only happen once.

  • Ellie Stair
  • Mar 2 2024
Work Center
  • Attach files
  • Guest commented
    07 Oct 11:40

    Yes please!

    Attachments Open full size
  • Grace Davies commented
    27 Sep 10:17

    Definitely need to use multiple workflows on constituents and turn them on and off!!

    Attachments Open full size
  • Kim Wright commented
    27 Sep 10:09

    Yes please, we have several different workflows and people come into more than one category, more than once!!!!

    Attachments Open full size
  • Hallie Guiseppe commented
    28 Jun 17:22

    Hi, I'd like to contribute here that I in fact rely on workflows to only allow a constituent to go through them once. We have several onboarding series and I don't want a donor or alumni to get added to those workflows more than once. Additionally, for workflows like birthday/stewardship emails I think having to refresh the workflow annually is good practice so they aren't getting the same birthday/stewardship emails they got the year before. If a change is made, I'd like to have the option to prevent a constituent from going through the same workflow more than once.

    Attachments Open full size
  • Rebecca Vaccarelli commented
    27 Jun 13:56

    This is absolutely necessary and I really don't understand why this workflow only works once. It makes no sense. Please help!

    Attachments Open full size
  • Victoria Leonardo commented
    26 Jun 19:24

    This functionality is 100% necessary. It would be incredibly helpful to have the workflow be applied to the same constituent.

    Attachments Open full size
  • Toniya Katsarov commented
    24 Jun 21:40

    Absolutely needed! Echoing the previous comments!

    Attachments Open full size
  • Christopher Burns commented
    14 Jun 16:16

    I absolutely need this. It caused us to miss a thank you not eon a sizable donation and that can't keep happening

    Attachments Open full size
  • Terri Goon commented
    24 Apr 14:51

    This IS a fundamental need. What is the point of adding an action for those donating >x amount when it only works once?

    Attachments Open full size
  • Jerry Christian commented
    05 Mar 17:43

    This is a fundamental need that many folks are performing work-arounds to get this functionality. PLEASE do this!

    Attachments Open full size

Related ideas