Prior to launch, we need 50 beta testers to try Automated Tasks and provide feedback!
Automated Tasks Overview
Smart Tags | Assign people to tags based on a selected filter
Birthday Emails | Send birthday email to people ON their special day!
Follow Up Progression | Trigger an automatic follow up assignment when another is completed
Follow Up with New Givers | Get follow up assignments automatically when someone gives for the first time
Follow Up with New Attenders | Get follow up assignments automatically when someone attends an event for the first time
Click here to learn more and join the crew!
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