Add giving form responses into follow-up processing list
Add giving form responses into follow-up processing list
Your giving form responses arrive untracked, leaving donor follow-up slow and reporting incomplete. This captures submissions into your follow-up list so staff can contact donors same day.
Overview
Untracked giving responses delay donor outreach and leave program coordinators scrambling. This flow captures each submission as a person and places them into your follow-up list so staff can contact donors the same day and keep reporting accurate.