Giving - Amount
There are several Giving related Workflow Triggers. One of the most commonly used is Giving - Amount.
Select your desired workflow (General Settings 
→ Hover then click Workflows), click the + Add Trigger button, and select Giving - Amount.
First, we can look specifically for individuals that meet certain giving criteria and belong to a certain group or groups.
Note: You can also create a trigger for all individuals in your Database. To do so, don’t select any Groups so that anyone in your account that meets your giving trigger criteria will trigger the associated actions.
Next, select your giving criteria. Three parts relate to each other:
- Did a person give greater than or less than
- A certain dollar amount
- Based on a particular giving category or categories.
Example: Match a person within your Church Members group that gives more than $100 to the Missions category over four weeks. Next, select your associated actions, build them out, and click Save.
Giving - New Regular Giver
This workflow is designed to help you and your team identify individuals in your congregation who have become consistent and regular givers. Begin by selecting the Group(s) that you would like to focus on then build out the logic of the workflow that matches your context.
Example: Match an individual within your Regular Attenders group who gave less than 0 times per month for 3 months to Any Fund and who has given at least 3 times per month for the last 3 months. Next, select your associated actions, build them out, and click Save.
Giving - No Longer Giving
This workflow is designed to help you and your team identify individuals in your congregation who have fallen off as consistent and regular givers. Begin by selecting the Group(s) that you would like to focus on then build out the logic of the workflow that matches your context.
Example: Match an individual within your Regular Attenders group who gave at least 1 time per month for 3 months to Any Fund and who has not given for the last 3 months. Next, select your associated actions, build them out, and click 'Save'.
Pledge Creation
The Pledge Creation trigger is designed to fire anytime a pledge is created in the system for an individual. It can be filtered with two options:
Self-Created - Pledges that are created by the individual when signed into the ChMS.
Note: Self-Created Pledges require the "Allow People To Create Their Own Pledges For This Campaign" checkbox to be selected in the Pledge Campaign Settings. Learn More.
Created by Anyone - Workflow will trigger off of any created pledges within the ChMS.
Example: Match a person in 'General Attenders' with pledges that are Created by Anyone. As an action, send an admin message letting them know that this individual has now created a pledge.
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