Create automation based on donation value

Carole French

• June 12, 2024 03:34

We'd like to automate a workflow based on donation value so that we can be notified of high value donations to improve our stewardship.

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  Claudia Hundloe

  • July 30, 2024 02:20

  Hi Carole, if you select a workflow based on 'Contact makes a transaction' and then add filters including 'Total amount of gift = whatever amount you want ie. is between 500 and 5000' and 'date received = today'. make such your workflow settings allow contacts to go through more than once so you don't miss them if they give again. 

  I hope this helps!

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  Carole French

  • July 30, 2024 02:31

  Wonderful, thanks :-)

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