IT: Flag first-time donors for marketing welcome outreach

IT admins see first-time donors unflagged, causing marketing to miss welcome outreach. This flags single-donation profiles so marketing can trigger timely welcome outreach and ensure first touch.

Overview

Unflagged first-time donors let welcome campaigns slip and reduce early engagement. This workflow ensures single-donation profiles are flagged and routed to marketing so welcome outreach happens reliably and first touches aren't missed. IT can deploy the flow to remove manual flagging and give marketers timely visibility into new donors.

Notable Features

Flag single-donation profiles in CRM
Add donor tag for welcome campaign
Notify marketing coordinators of new donors