Business owner: Add recurring donors to monthly list
Business owner: Add recurring donors to monthly list
Business owners lose recurring donors when donation submissions get buried, costing timely nurture. Route donation events into the monthly donors list so fundraising enrolls new recurring supporters.
Overview
Missed recurring donors weaken long-term fundraising and let nurture opportunities slip. This workflow captures qualifying donations and adds supporters to your monthly donors list, eliminating manual steps so fundraising can enroll new recurring givers—teams report faster donor follow-up and fewer manual entries.
Notable Features
- Add donors to monthly list
- Filter for recurring donation payments
- Notify fundraising when enrollments occur