Add new donors to your welcome email segment
Add new donors to your welcome email segment
New donor records not added to the email audience leave program coordinators without a ready list for welcome and stewardship. It adds each donor to the configured segment so outreach can begin same day.
Overview
When donor records never make it into your email audience, welcome and stewardship communications are delayed and staff must chase lists manually. This flow ensures each donor is captured in the designated segment so campaign managers can send tailored welcomes and begin stewardship the same day, removing manual exports for program coordinators.