Automatically drop donors into support groups based on an action
So what we would like to have happen is for a donor to be automatically assigned into a group once they've written a letter. For instance, currently we are working with our "February 2023 Letter Received" group. Our current process is when a donor writes their letter within a certain time frame, I manually add them into that group. If that donor were to be automatically dropped into a group upon writing their letter, that's what we'd be looking for.
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Paige Steele
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