Give us more control over the new donor journey
complete
M
Matt Collings
For the prospect journey, we have the power to determine who goes into it. For the new donor journey, it runs automatically when a first gift is made. However, this is sometimes a problem. Duplicate contacts get created (especially when automations are used from other platforms), and sometimes people have purchased a ticket or something in the past but not made a true donation, and this excludes them from the new donor journey.
Giving us the ability to add and remove people from the new donor journey manually would save us headaches.
C
Carolyn Koesterman
updated the status to
complete
A new option has been added to add a review step to automations so that you can get an action board nudge to review and approve the automation before it runs
C
Carolyn Koesterman
updated the status to
under review