Hi, I'm trying to create a flow so when we have a new donor (first donation, but may have an existing contact/account record), they receive a series of emails (3 in total). I can see how to make it work if it is a one-off email, but not multiple emails. I can create scheduled paths, but I can't figure out how to make the criteria so that it triggers only for a first-time donation. I could use Get Elements and do it there, but then I can't do scheduled paths. The drip campaign would be 1st email immediately, 2nd email 7 days later, 3rd email 14 days later. I've been using the opportunity object. I have a field on there that shows "total gifts" similar to what npsp has on the account and contact objects. I wasn't using contact or account object as the triggering object b/c we also have grants, DAFs, etc as opportunities so I need to be able to only send it if the new donation record type is "donation" and not "grant" or "DAF", etc. Has anyone done this before and how did you make it work.
Opportunity + Donation Record Type + a reliable First Donation flag + Scheduled Paths
is the cleanest Flow design.
Opportunity Created
|
|-- Record Type = Donation
|-- Total Gifts = 1
|
+---- Immediate Path
| └── Send Email #1
|
+---- Scheduled Path: 7 Days After Created Date
| └── Send Email #2
|
+---- Scheduled Path: 14 Days After Created Date
└── Send Email #3
