Add ability for more Workflow constituent criteria

Currently only have one limited option built in and it's for gifts. We need more options to be able to build effective workflows for new guests (sending welcome emails, 2nd steps, etc.

  • Guest
  • Jul 8 2020
  • Will not implement
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  • Luke Stitzinger commented
    July 27, 2020 19:17

    Hi Kelly. Thanks for posting this information. The team working on Workflow Designer does have plans to have more options to the Constituent Criteria. The gift options were first just because it was the most asked-for option to add. In the meantime, you can build a very robust list using Lists that may satisfy your needs till we add more options to the criteria. Just build your list to focus on the constituents you want, and then make then check the box to "Automatically add new constituents" who meet the criteria when you choose that list for the workflow. I believe we have some clients today who are using this for Welcome Series workflows. You'll just set your criteria in the list for when the constituent was added to the system. I hope that helps!

  • Guest commented
    July 24, 2020 17:06

    The way workflows are right now, the only way to assign an individual to a workflow is to have them register a gift. New people aren't going to give gifts so we can't automatically assign them to a workflow. We want to input them in the database then assign them to a welcome workflow

  • Luke Stitzinger commented
    July 24, 2020 13:55

    What specific criteria are you looking for?