Outstanding Pledges for Mail/Workflows

My organization is always trying to make the most of workflows, but it is currently really difficult. The latest hurdle we ran into is that, when we wanted to create a workflow emailing all Gala attendees with outstanding pledges, we realized Email doesn't include a merge feature for a pledge balance. This seems like a really really obvious way to automate outreach and save fundraiser time and frustration. PLEASE consider adding this field (and others!) as soon as possible.

  • Mason Astill
  • Apr 15 2024
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