Set Conditions for Workflows BEFORE Actions/Emails

For example: A gift is made > Condition = 3 days have passed > Send workflow email

When I asked ChatSupport about this, this is the response I got: "As we have checked the condition which you have applied is applied after the email, we need to add the condition before sending the email. But you can not apply a condition before a action or email either so what we need to do is make a action or email first then put this condition so that it can send that email."

Have you ever read Catch-22? That's what this logic trap is.

Even better would be if we could set multiple conditions, and conditions beyond passage of time. Namely, if the conditions could be based on constituent information like Custom Fields/Attributes. For example:

A gift is made > Condition = 3 days have passed > AND Condition = Custom Field "Does your employer match gifts?" is either "Yes" or blank > Send workflow email

Basically, if we could set up (and preview/test) a Query directly in Workflow, that would be pretty cool.

  • Holly O'Brien
  • Dec 20 2024
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