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Video: Automatic Actions-Not Thanked

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Video: Automatic Actions-Not Thanked

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Automatic Actions for New Gifts — Not Thanked in Some Time

The Automatic Actions that TntConnect creates for faithful givers who do not have a thank you recorded in their history, or not one within the "thank you window" (default is 11 months between thank yous).

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)

 

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How to handle Sporadic Givers

 

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Partners who give on a Large Time Frame

(this one)

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Partners who have not been thanked in some time

(next one)

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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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