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Video: Automatic Actions-Overview

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Video: Automatic Actions-Overview

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Automatic Actions for New Gifts — Overview

An overview of Automatic Actions for New Gifts in TntConnect, and an introduction to the series of short videos of each type of automatic action.

See Also

All of the videos in the Automatic Actions Series

(this one)

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Overview

(next one)

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Support Principles & Biblical Basis

 

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First Gift (or First Gift of new pledge amount)

 

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

 

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

 

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Delinquent / Recontinue (for partners who have missed gifts)

 

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How to handle Sporadic Givers

 

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Partners who give on a Large Time Frame

 

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Partners who have not been thanked in some time

 

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

 

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




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