Update donor record with formatted recent one-time gift
Update donor record with formatted recent one-time gift
Your one-time gifts often lack email or context, leaving donor records incomplete and follow-up delayed. Get formatted amounts and update donor fields so coordinators can send thank-yous same day.
Overview
Missing emails and unformatted gift amounts leave donor records incomplete and stewardship delayed. This flow formats gift amounts and writes gift dates back to constituent records so coordinators can send thank-yous and steward donors same day.