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Create new donor contacts from transactions for outreach

Create new donor contacts from transactions for outreach

Your donation transactions arrive without linked contact records, leaving gifts siloed and stewardship unclear. Contact creation and list assignment enable acknowledgments same day.

Create new donor contacts from transactions for outreach

Overview

Donation data should immediately produce a contact you can engage. This workflow captures and enriches donor profiles so campaign managers and fundraising coordinators can send acknowledgments and launch outreach the same day.

Create new donor contacts from transactions for outreach