Does Click & Pledge have a way to send automatic expiring card notification emails to the donor? We've created a report to check the people whose cards will be expiring soon to manually follow-up with them, but it would be nice to have an automatic way to send them a notification.
Announcement
Collapse
Information Needed
To help us with upgrading your instance please make sure to:
See more
See less
Expiring Card Notifications
Collapse
X
-
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