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!

Answers

  • Hi! Thank you for posting. I am checking with my team on this.

  • List-based would work better. If you need to set more granular criteria than available in NXT lists, you can build a static query and use the Queue module to schedule the query to refresh regularly.

  • I don't believe imported gifts go through the workflow process, as imports are done via DBV. I don't know if that will change after import is moved to NXT. In regard to your ticket purchases, NXT doesn't have a native way for you to say that these aren't gifts, and by default all "purchases" are gifts and therefore would fall under the workflow.

    I don't think there is any logic currently to exclude those gifts, but that may change in the future.

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