NEW FEATURE REQUEST

Automation

Showing 5 of 759

Workflow Automation: Donor Journey Scenarios

You have a mental playbook of how you'd like to respond to certain key events in a constituent's journey to become a donor and renew their support - but it can be hard to stay on top of things and keep it up consistently. Examples of what this mig...
about 2 years ago in Automation / Donor Communications / Email 3 In Progress

Option to send a single acknowledgement or payment receipt for split transactions

When a split transaction is processed, an email receipt is sent for each split. We have a number of donors who give a monthly recurring gift split between multiple funds, so they receive three emails or more for each donation every month. It would...
8 months ago in Automation / Payments 0 Not Prioritized

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
9 months ago in Automation / Email 1 Not Prioritized

Alert when donor gets to a certain level or threshold

It would be nice to know when a donors giving reaches a certain level or threshold, such as $1,000 or $5,000 so I can send them a note.
9 months ago in Automation 0 Not Prioritized

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found.

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found. 
about 1 year ago in Automation / Email 0 Not Prioritized