NEW FEATURE REQUEST

Journey Automation

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127 VOTE

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...
almost 3 years ago in Donor Communications / Email / Journey Automation 12 In Progress

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
about 1 year ago in Forms / Groups / Journey Automation 5 Not Prioritized

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

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

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. 
almost 2 years ago in Email / Journey Automation 0 Not Prioritized