Follow Up with New Givers
Overview: Good stewardship habits are worth celebrating - this task will alert you to those important first time givers so you can reach out and say thank you.
Setting Up Your Follow Up with New Givers
- Go to More > Tasks > Automated Tasks
- Click "+ Add Task"
- Select "Follow Up with New Givers"
- Choose the fund criteria you'd like to use when looking for first time givers
- Choose the follow up that should be triggered
- Click "Add Task"
Setting Up Multiple Automated Task Funds
If you would like to be notified about specific funds, but not all, you can set up multiple tasks, one for each fund that you would like to trigger a follow up for.
Extra Options While Setting Up (or Editing) This Task
When someone hasn't given for a long time and then does, sometimes that goes unnoticed. However, you can now trigger a follow up to include people who have given for the first time in 18 months or longer.
You can also choose to group family units together so that if a different member of the family donates, they won't look like a first time donor.
Be alerted of first time givers and send a personalized Thank You by email or better yet a hand written card (snail mail still has it's place!)
When running a campaign that is incentivized, for example: First time givers to the missions fund receive a special missions prayer card with the supported missions picture.
About Follow Ups
If you need assistance with learning more about Follow Ups, please view any of the following articles: