Workflow Designer Question – Excluding Event Ticket Purchaserser question
Hi everyone,
I’ve set up a Workflow Designer automation in NXT that sends an email to any new constituent who makes a gift. This workflow is currently built using constituent criteria rather than list criteria.
For constituents who give directly through one of our donation forms, the workflow works exactly as expected.
However, I’ve noticed two things that I’m hoping to get some clarity on:
1.Event ticket purchasers – When someone buys a ticket through one of our RENXT event forms, they are being added to the workflow and receiving the automated email as if they had made a standard gift. I’m trying to figure out if there’s a way to exclude ticket purchases so they don’t get added to this workflow.
2.Imported gifts from other systems – We recently uploaded gifts from a third-party platform (Raffle Nexus). Those constituents did not receive the workflow email, which is actually what we want — but I don’t understand why the workflow is excluding them while still including event ticket purchasers.
I’m trying to better understand the logic behind this so I can adjust our workflow criteria properly. Since this workflow uses constituent criteria, I’m wondering:
Would switching to list-based criteria offer better control for excluding specific gift types like event tickets?
Any insight into how Workflow Designer interprets different gift sources — or how to structure the criteria so event ticket buyers are excluded — would be incredibly helpful.
Thanks in advance!
Categories
- All Categories
- 6 Blackbaud Community Help
- 206 bbcon®
- 1.4K Blackbaud Altru®
- 394 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 357 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 646 Blackbaud Grantmaking™
- 561 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 934 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.4K Blackbaud Raiser's Edge NXT®
- 3.6K SKY Developer
- 242 ResearchPoint™
- 117 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 238 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 28 PowerUp Challenges
- 3 (Open) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 777 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)