New donors

What this flow is for

New Donors reaches out to new donors in the budget you select, and tracks whether that communication leads to a second gift. The card notes you can customize the action link.

A new donor to the general budget should get a different message than someone who gave to a pledge campaign budget. Subscribe once per budget you want this sequence to cover.

It does not change how giving works in Planning Center.

What you'll see

On All, the card shows Available and Uses Budgets.

Open the card for Subscribe to New Donors. Fill Sender, From Email, and Reply Email, then Select Budget. See Subscribe a flow.