Bloomerang + PhoneRaise + Filter by Zapier
Create multiple touchpoints in PhoneRaise for new large donations in Bloomerang
Often large donations warrant multiple followups to keep the donor engaged. When receiving large donations over a specified amount in Bloomerang, this Zap automatically creates multiple touchpoints in PhoneRaise to follow up with the donor over the course of several months.
Often large donations warrant multiple followups to keep the donor engaged. When receiving large donations over a specified amount in Bloomerang, this Zap automatically creates multiple touchpoints in PhoneRaise to follow up with the donor over the course of several months.
- When this happens...New Transaction
Triggers when a new transaction is created (with line item support).
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Touchpoint
Create a touchpoint in the campaign.
- then do this...Create Touchpoint
Create a touchpoint in the campaign.
- then do this!Create Touchpoint
Create a touchpoint in the campaign.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household
