Update donor totals and tags for recurring campaign contacts
Update donor totals and tags for recurring campaign contacts
Your recurring donations lack consolidated totals and tags, leaving coordinators without donor history. It updates contact totals and tags so coordinators can segment and acknowledge donors same day.
Overview
Recurring donors need accurate histories so your coordinators can steward and segment effectively. This flow consolidates campaign totals, sets donation dates, and adds stewardship tags within minutes so you can run same-day outreach and targeted stewardship.