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Video: Automatic Actions — Extra-Less

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Video: Automatic Actions-Extra/Less

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Automatic Actions for New Gifts — Extra / Less

A quick look at how TntConnect responds when a Financial Partner gives a gift that is above or below their normal pledge amount. (Not to be confused with a response to a SPECIAL ask; that's a different video.)

See Also

All of the videos in the Automatic Actions Series

 

View

Overview

 

View

Support Development Principles & Biblical Basis

 

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First Gift (or First Gift of new pledge amount)

(this one)

View

Extra / Less (gift above or below normal pledge amount)

(next one)

View

Special Gift (for non-partner, or anyone in response to a Special Gift Appeal)

 

View

Delinquent / Recontinue (for partners who have missed gifts)

 

View

How to handle Sporadic Givers

 

View

Partners who give on a Large Time Frame

 

View

Partners who have not been thanked in some time

 

View

Automatic Update of Tasks (update date/description, instead of duplicating tasks)

 

View

View Details (see giving/history details of your contacts)




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