Add new donors to welcome list and tag

When donations arrive without list membership or tags, your fundraising team can't run timely welcome and stewardship emails. This ensures donors are added and tagged for segmented outreach same day.

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Overview

When donations arrive untagged, fundraisers waste time manually adding contacts and missing welcome opportunities. This flow captures donor contact and applies stewardship tags automatically so fundraising and program staff can send welcome messages the same day.