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Video: Automatic Actions-Sporadic Givers

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Video: Automatic Actions-Sporadic Givers

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Automatic Actions for New Gifts — Dealing with Sporadic Givers

Though not directly related to Automatic Actions, sometimes Sporadic Givers (those who give frequently but not in a consistent pattern) actually generate the most automatic actions. There is no way around that, but this short video does give some perspective as well as ideas on how to best categorize them in TntConnect.

See Also

All of the videos in the Automatic Actions Series

 

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Overview

 

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Support Development 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)

(this one)

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How to handle Sporadic Givers

(next one)

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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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