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
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    • Guest commented
      October 07, 2024 11:40

      Yes please!

    • Grace Davies commented
      September 27, 2024 10:17

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

    • Kim Wright commented
      September 27, 2024 10:09

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

    • Hallie Guiseppe commented
      June 28, 2024 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.

    • Rebecca Vaccarelli commented
      June 27, 2024 13:56

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

    • Victoria Leonardo commented
      June 26, 2024 19:24

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

    • Toniya Katsarov commented
      June 24, 2024 21:40

      Absolutely needed! Echoing the previous comments!

    • Christopher Burns commented
      June 14, 2024 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

    • Terri Goon commented
      April 24, 2024 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?

    • Jerry Christian commented
      March 05, 2024 17:43

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