Community Connect: Workflows Demonstration for ADT Members

July 18th, 2017 by Eric Seller

When a donor gives enough to join the Alexis de Tocqueville Leadership Group, your Major Gifts officer wants to know immediately to reach out and thank them. In this video, Eric demonstrates how Community Connect can be configured to notify the Major Gifts officer by email when there is a new Leadership Group member. This allows your United Way to keep the hands-on, personal touch with your donors. Workflows are flexible and powerful, and this is one simple example of how you could use them to stay in touch with your constituents.

Please follow and like us:

Find out how Upic can help you: