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Topics#Recurring DonationsNicholas Rustigian 的问题
Nicholas Rustigian (Pedal Lucid) 提问于 #Recurring Donations
2020年2月9日 15:45

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 个回答
  1. Rex Clark (SPUR)
    2020年2月18日 16:47

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

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