Just need a quick guide on creating a task?  How to create your first task.

Donation tasks are notifications based on the types of donations you receive. For example, let's say your organization follows up by phone for donations over $500. You can create a task automation for yourself, or anyone on your team to follow up when this type of donation occurs. 

Donation tasks are an excellent way to make sure each donor is receiving the appropriate follow up at the right time.


Some example Tasks Automations we 💖

  • First Time Donors
  • New Recurring Donor
  • Returning Donors
  • Failed Donations
  • Donations over $250
  • Donations over $1000
  • Allocation, URL, or Form 
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