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
|
|
View
|
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)
|