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Topics#Recurring DonationsNicholas Rustigian's Question
Nicholas Rustigian (Pedal Lucid) asked in #Recurring Donations
Feb 9, 2020, 3:45 PM

How are folks calculating membership origin? (specifically those using Recurring Donations)

I'm interested to know how folks are calculating membership origin. I've seen a pretty simple process builder that populates Membership Origin with New, Renewal, or Reacquire... but how are folks managing that when you start to involve a monthly recurring membership?
6 answers
  1. Rex Clark (SPUR)
    Feb 18, 2020, 4:47 PM

    We use additional ​picklist values - sustaining and new sustaining. This allows us to customize our thank you letters/emails.

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