Create CRM survey responses and tag donors immediately
Create CRM survey responses and tag donors immediately
Your post-donation survey entries arrive unlinked to CRM gifts, so coordinators can't view donor feedback tied to donations. It creates linked survey and answer records in CRM for same-day follow-up.
Overview
Post-donation feedback that isn't tied to gifts leaves program coordinators without the context they need to steward donors. This flow captures each survey entry, creates linked response and answer records in CRM, and flags interested donors so coordinators can act the same day.