For IT: Create pledge records from student photos
For IT: Create pledge records from student photos
Marketing coordinators miss donor touchpoints when photo submissions sit untagged in spreadsheets. IT creates pledge communications records so fundraising can queue tailored donor messages.
Overview
Donor engagement slips when student photo events are buried in spreadsheets and fundraising misses personalized outreach. This workflow lets IT capture each photo submission as a pledge communications record so fundraising has a real-time queue of tailored donor messages, preventing missed follow-ups and protecting donor relationships.
Notable Features
- Create pledge communications records
- Attach photo thumbnails to records
- Notify fundraising of new submissions