Track Last Donation Date


Why would you need to track the last time a contact donated?

Having this date allows you to do a number of helpful things, such as knowing when their next donation might be, run reports on who gave during a certain time frame, and run engagement campaigns for those who haven't given in a while. It allows you to automate a number of those tasks as well, saving you valuable time.

This automation updates a custom date field for Last Donation Date when a contact is tagged as having donated. The automation also removes the tag after the update so that the automation can run again the next time the tag is added. Make sure to build out the custom date field to store this information before importing this recipe.

Here's how this automation works:
1. The automation is triggered when the contact gains the tag "Donated".
2. The update contact field sets the Last Donation Date field to the current time.
3. The contact waits for five minutes.
4. The contact reaches a remove tag action and has the Donated tag removed so they can trigger the automation again the next time they give.

Note: In our example, we use a tag being added on donation. Feel free to adjust this to however you track a donation being received. If adjusting this trigger, feel free to delete the remove tag action and wait step at the bottom.

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