NEW FEATURE REQUEST

Journey Automation

Showing 7

I need Journey Automation to work at the Household level

Journey Automation currently enters constituents based on each constituent's giving characteristics. However, my organization tracks giving at the Household level, and I need the donation automations to respect the Household giving characteristics...
17 days ago in Journey Automation 0 Under Consideration

Select a Group entry source adds new members to the automation

The select a group entry source only processes the members of the group on the date/time I set. I want to be able to add new members to the group and have those new members also go through the journey. Similarly, if a group member is removed, I do...
10 days ago in Journey Automation 2 Under Consideration

Add constituent to a specific group when they submit an online form

I need the ability for a user filling out a Constituent form to be automatically added to a specific User Group based on which form they fill out
over 1 year ago in Forms / Groups / Journey Automation 5 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. 
over 1 year ago in Email / Journey Automation 1 Under Consideration

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...
over 1 year ago in Journey Automation / Payments 2 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.
over 1 year ago in Journey 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 2 years ago in Email / Journey Automation 0 Not Prioritized