Add segmented social form leads to supporter lists
Add segmented social form leads to supporter lists
You receive social form signups without campaign or donor context, leaving fundraisers unable to prioritize outreach. Leads are tagged and routed to supporter lists for same-day follow-up.
Overview
Raw social lead forms often lack the context fundraisers need, so coordinators can't prioritize high-value prospects. This flow tags and routes each incoming form to the right supporter list, delivering prioritized leads within minutes for same-day donor outreach.