Donor Lifecycle List
Hi Everyone,
I would like to create a wokflow based on donor Lifecycle in NXT. The workflow would create an action to make a thank you call from our Manager of Develeopment to all “Acquired” & “Lapsed” Donors, based on the NXT lifecycle. Does anyone know if there is a way to create a list based on Lifecycle, I am not able to find a way.
Reports display this beautifully we are wanting to automate the action entry.
Thanks!
Kylee ?
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Comments
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@Kylee Hamilton - You are able to filter on NXT Tags within a Constituent List. I recommend you start there and see what is available to you within the filter.
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