Automated Workflows for Donor Stewardship
Used to be a RE NXT user, and one of the best features was Workflow Designer. You could create processes — known as workflows — as an automated series of steps in the form of actions, emails, or conditions. You can assign actions to someone in your organization to complete, then add conditions to have the workflow move to the next action.
You could add emails to your workflow and set conditions to automatically send those emails to your constituents. You'll add actions and emails based on your chosen criteria and let the workflow do all the work, saving yourself time so you can focus on your mission.
Anonymous
shared this idea
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Julie Dowell
commented
Workflow design is a must for a CRM. If we can't have integrated workflows, then lots of critical data is living outside of our Csuite database and we hope and pray that users add the information to Csuite. That is not best practice.
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Derica Reed
commented
I agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.
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Elizabeth Messerli
commented
Yes! Would love this feature!