Announcement

Collapse
No announcement yet.

Notification for New Recurring Donors

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Notification for New Recurring Donors

    Is it possible to get a distinct email notification for specifically the first time a recurring donor signs up? We have it set up for every time a donation comes in, recurring or one time, but I'm not sure if there is a way to get a notification when a donor signs up to become recurring.

    Thanks for any insight,

  • #2
    Good day @jarrod.wright

    We do not have an option to send notifications in Connect but if you are using Salesforce, you may set up the Autoresponder to send emails to a specific email address for the first installment based on the conditions.

    Please review the KB article and let us know if you have any questions.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X