Keep fundraising thermometer updated for wellness marketing ops

Marketing ops at wellness brands miss gift CSVs, leaving thermometer totals stale. It imports one-time and recurring CSVs into the campaign sheet so fundraising figures stay current for marketing to act.

Overview

Health and wellness marketing ops risk making fundraising decisions on stale thermometer data when gift CSVs aren't imported. This workflow pulls one-time and recurring gift CSVs into your campaign sheet and notifies marketing when totals change, shortening reporting cycles and reducing manual import errors.

Notable Features

Import one-time gift CSVs
Append recurring gifts to sheet
Notify marketing when totals change