RELATED FEATURE REQUESTS
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.
If I still had any votes left, I would vote fro this. Anniversary emails are a commonly suggested donor engagement/followup idea (even suggessted in Bloomerang webinars). This could be scheduled for the first anniversary by checking if the date is during the previous 365 days but not the previous 364 (although you also have to take leap year into account this year!) But that gets very difficult to manage when you want to handle more than just the first year anniversary. Adding the ability to filter to match the day & month of a date would help - AND it would allow us to automate birthday emails too!