Givecloud gifts should trigger DonorPerfect SmartActions
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Tianna Hambleton
We have automated emails set up through DonorPerfect to be sent to a gift officer when a gift is made by someone in their portfolio, but I was informed by the DonorPerfect team that these triggers will not happen if the gift is coming through Givecloud. Givecloud is our main online giving platform, so this means that most of our gifts will not trigger the email notifications system in DonorPerfect, and therefore, our gift officers won't know when someone in their portfolio has made a gift, unless they're checking everyone every day. I would like to request that this disconnect between systems be reviewed and addressed.
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Cindy Hilyard
Absolutely—this is a critical need for us as well. We’ve set up automated reports as a temporary workaround, but they’re really just a band-aid. SmartActions would be a huge asset to our Development Department, but unfortunately, we’re unable to use them because GiveCloud doesn’t support integration. We especially need them to flag monthly donors and to identify when a donor qualifies for a giving club based on cumulative donations. The inability to use SmartActions creates additional admin work that could easily be automated.
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Jessica Bond
This is a shared need.
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Lisa Brotmann
Tianna, we have automated reports set up in donor perfect that trigger a once weekly email to our "board buddies" when a donor gives a large gift. Perhaps check with donor perfect on it, but it is possible, I think you can even do a daily report, as long as the buddy or gift officer is tagged in the donors bio.