Set rules, create and move tasks, monitor response times, and pull reports, all with a few clicks within one super-robust, super-smart automated nonprofit task tool.
Your fundraising to-do list is simple to use and automatically generated.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Using rules that reflect your priorities, like amount or frequency of donations, automatically assign donors to yourself or a team member.
A completed task can appear as an interaction on the donor's profile to keep track of each step in the relationship.
Manage your team's tasks for deep, engaged donor interactions. See your entire fundraising team's tasks from filterable reports.
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