Project managers capture fundraising leads and enroll supporters
Project managers capture fundraising leads and enroll supporters
Project managers lose supporters when Walk 60 Miles form leads sit unentered, delaying outreach and risking donations. Add contacts to CRM and campaign lists so teams start outreach.
Overview
Fundraising project managers risk losing supporters when event leads aren't captured. This workflow ensures every Walk 60 Miles form contact lands in the CRM and campaign list and notifies project management so outreach begins immediately. Expect fewer missed follow-ups and clearer reporting so fundraising teams can focus on donor engagement.
Notable Features
- Create CRM contact from form
- Subscribe supporters to campaign list
- Notify project manager on leads