Poll on how others use RE NXT Workflow

Jenni Lien

Hi all! Does anyone have examples of how they are using Workflow well in regard to donor touchpoints and stewardship? I'd love to know what's working for others as it's not a function I'm familiar with. Thank you in advance!!

Laura Neidhold

@Jenni Lien
Hi Jenni,

No examples to share, but I have taken the workflow class and feel pretty familiar with the functionality available. Unfortunately for my team and the work we do, workflow is not a tool that has proved useful.

For tasks that I tried to put into workflow, I've found creating a query that shows me what I want to see and then running that on regular intervals is an easier route. For example, our org has a set query to show things like first gift over $100 to review that donor's screening or one year anniversary of first gift to send a thank you letter.

Austen Brown

@Jenni Lien - I recommend you search the forum there are a number of posts over the years that may be of interest to you. Here are a few to start with:

• Anniversary Gift - Building a List for Workflow: https://community.blackbaud.com/forums/viewtopic/143/53658
• Which Workflows do you use at your Org? https://community.blackbaud.com/forums/viewtopic/143/53829
• Workflows for Donor Onboarding/Welcome Series https://community.blackbaud.com/forums/viewtopic/143/54062
• Workflow Designer Constituent Criteria: https://community.blackbaud.com/forums/viewtopic/143/51665
• Workflows for Stewardship: https://community.blackbaud.com/forums/viewtopic/534/53433
  

Aldera Chisholm

@Jenni Lien I use them for a new donor Welcome Series. We base on a query with a set donation range, and select appeals, so we can do a custom series for different donor paths. We re-evaluate and create a new one each year. Lots of great posts on here to go through, I tend to keep mine simple with three email (one per week) series, and I add an action at the end of the series. That action allows us to quickly search to see who “completed” the welcome series which we can use for reporting.