6-Month Follow-Up Donor Workflow

Madison Moses
Madison Moses
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi there,

I am looking for the best way to develop a six month follow up workflow. That way 6 month after a constituents donates to our organization an email is automatically sent out to them. My apologies if this is not the correct forum, I am a new employee and would appreciate any feedback!

Thanks,

Madie

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply

    @Madison Moses this has been moved to Blackbaud Raiser's Edge NXT®, Thank you!

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Madison Moses - Welcome to BB Community! You have a good idea, but I don't think it's possible within the limitations of a Constituent List - the filters you'd be looking for, simply do not exist. You'll be better off looking at a platform like Microsoft Power Automate, which has a true ability to customize workflows based on your organizations needs. Check out this blog for more information:


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