Settings
Nudges
Automation rules and donor prompts
Nudges engine
Automated prompts for lapsed major donors, missed recurring gifts, anniversaries, and other donor attention moments.
Nudge engine
Rules & thresholds
These rules drive every nudge that appears across the app. Changes save automatically.
Changes save automatically after each edit.
Future nudge controls
These are the commercial-grade controls worth adding as the CRM grows beyond the first few organizations.
Quiet hours
PlannedSuppress non-urgent nudges outside a fundraiser's working window.
Segment-specific thresholds
PlannedDifferent rules for major donors, recurring donors, markets, programs, and membership groups.
Recent-contact suppression
PlannedHide a nudge automatically if the donor already had a call, email, text, or meeting logged recently.
Assignment routing
PlannedRoute nudges to owner, pipeline owner, membership lead, or market manager.