Little Green Light

• New constituentRuns when a constituent (a donor, member or other contact) is added to Little Green Light, with their email, phone and address, or only one with the keyword or in the group you choose. Constituents already there when the workflow is turned on don't start it.
• Constituent updatedRuns when a constituent's details change in Little Green Light, with their details as they are now. Several changes made between checks start one run.
• New giftRuns when a gift is recorded in Little Green Light, with its amount, fund, campaign and the donor's name and email, or only gifts to the fund, campaign, appeal or type you choose. Gifts already there when the workflow is turned on don't start it.
• New gift over an amountRuns when a gift of at least the amount you set is recorded in Little Green Light, such as to thank a major donor the same day.
• Gift updatedRuns when a gift is changed in Little Green Light, such as its amount or fund, with the gift as it is now and the donor's name and email.
• New noteRuns when a note is added to a constituent in Little Green Light, with what it says and who it's about.
• New contact reportRuns when a call, meeting or other contact with a constituent is recorded in Little Green Light, or only contacts of the type you choose.
• New volunteer timeRuns when volunteer hours are logged in Little Green Light, with who volunteered, for how long and what they did.
• New eventRuns when an event is set up in Little Green Light, with its dates, campaign and goal.
• New appealRuns when an appeal (a mailing or other ask) is set up in Little Green Light, with its date, campaign, goal and cost.

• Find constituentsFind constituents (donors, members and other contacts) by name, email, phone, address, keyword or group. Leave every field blank to list them all.
• Get constituentGet a constituent's details, with their preferred email, phone and address, keywords and groups.
• Create constituentAdd a person or an organization to Little Green Light, with their email, phone and address, and put them in groups.
• Update constituentChange a constituent's details. Fields left blank keep what they have; a new email, phone or address becomes their preferred one.
• Delete constituentDelete a constituent, with their gifts, notes, contact reports and everything else recorded for them. This can't be undone from Lodol.
• Find giftsFind gifts by date, amount, fund, campaign, appeal, event or type, with each donor's name and email. Leave every field blank to list them all.
• List a constituent's giftsList the gifts one constituent has given.
• Get giftGet a gift's details: its amount, date, type, campaign, fund, appeal and how it was paid.
• Add giftRecord a gift from a constituent, such as a donation from an online form, with its fund, campaign, appeal and how it was paid. Nothing is charged.
• Update giftChange a gift's amount, date, type, fund, campaign, appeal or other details. Fields left blank keep what it has.
• Add noteAdd a note to a constituent's record.
• List notesList the notes on a constituent's record.
• Add contact reportRecord a call, meeting, email or other contact with a constituent, and who on your team made it.
• Find contact reportsFind contact reports by constituent, words in their subject or summary, or type. Leave every field blank to list them all.
• List campaignsList the account's campaigns, with their dates and goals.
• List fundsList the account's funds, with their campaigns and goals.
• List appealsList the account's appeals (mailings and other asks), with their dates, goals and costs.
• List eventsList the account's events, with their dates and goals.
• List groupsList the account's groups, such as Board Member, Staff or Volunteer.
• Add to groupPut a constituent in a group, such as Volunteer or Board Member.
• Remove from groupTake a constituent out of a group. Nothing changes if they aren't in it.
• Add membershipRecord a constituent's membership at a level, such as Gold, from one date to another.
• Add keywordsGive a constituent one or more keywords (tags), such as Do not mail or Prefers email.
• Remove keywordsTake one or more keywords (tags) off a constituent.
• Log volunteer timeRecord the hours a constituent volunteered, and what they did.

No actions match that.