GivingTuesday Workflow

Stephanie Hale

Is it possible to set up a workflow for a series of GivingTuesday emails?

Here’s what I’m envisioning:

• One email to go out 1 week before GivingTuesday
• Another email 1 day before
• Three emails sent on the day of GivingTuesday

I’d like to ensure that anyone who gives during the campaign is removed from the email list for the remaining emails. This way, donors aren’t receiving additional solicitations after they’ve already contributed.

Would it be possible to set this up?

Christine Robertson

@Stephanie Hale I think that you can set this up, but the problem would be removing people from the workflow once they've given. Off the top of my head, I don't know that you can easily remove them from the sequence in a RE NXT workflow.

Austen Brown

@Christine Robertson & @Stephanie Hale - Unfortunately, once a constituent qualifies for a workflow they cannot be removed.