Constituent Criteria Options Available in Workflows

Kathleen Scaglione

Right now, if I use the Select Constituent Criteria option, the only condition available is Constituent gives a gift. Do you happen to know if there are other conditions available that I don't have access to, or if additional conditions will be added at a later date? It would be great to create workflows based on birth date, or other criteria in the future.

Dan Snyder

@Kathleen Scaglione That is the only option in the “Select criteria” option when setting up a new workflow. What you will likely want to do is use the “Select list” option and have a constituent list that is based on birthdate or some other criteria than making a gift. The caveat I want to make sure people know about these workflows is that once someone goes through the workflow, that workflow will not send to them again. This means that for a birthday process like you alluded too, you would have to create a new one each year or so. Anyway, hope that helps a bit.

Kathleen Scaglione

@Dan Snyder
Thank you, Dan!