C
Chris Stibbs
I would love where we can have a template for automation that we can apply to a profile when needed! For example, let's say I have a Stewardship template for a gift over $100. The steps are as follows:
  1. Thank You Call within 48 Hours
  2. A One Month Post-Gift Check In
  3. A Three Month Post-Gift Handwritten Note
I would love where I can go on to John Smith's profile and automatically add this automation to his profile for his recent gift (if for some reason it didn't automatically do it with my automation).