Josh Stuart
published What types of recurring transations can be migrated in Recurring Donation Migration FAQs
posted 2024-02-19 07:16:30 -0800
Josh Stuart
published Do You Offer Professional Services for Customization? in NationBuilder Insights FAQ
posted 2023-09-18 06:25:27 -0700
Josh Stuart
published How Do I Export Data or Reports? in NationBuilder Insights FAQ
posted 2023-09-18 06:25:03 -0700
Josh Stuart
published Can Multiple Users Access the Dashboards? in NationBuilder Insights FAQ
posted 2023-09-18 06:24:27 -0700
Josh Stuart
published nationbuilder_integrations in NationBuilder Integrations
posted 2022-01-26 10:31:35 -0800
Josh Stuart commented on Query Recurring Donors?
1) Create this filter “recurring donation status is active”
2) Save the filter
3) Edit the filter in it’s settings (select edit next to filter name in the saved filter dropdown)
4) Add a unique tag name under “People in this filter should have this tag”
5) Use that tag in your People API calls.
The beautify of this approach (assuming I’m not missing anything about your setup/requirements) is that that auto-tagging filter will remove the tag when the recurring gifts stop.
posted 2021-06-22 07:44:13 -0700
2) Save the filter
3) Edit the filter in it’s settings (select edit next to filter name in the saved filter dropdown)
4) Add a unique tag name under “People in this filter should have this tag”
5) Use that tag in your People API calls.
The beautify of this approach (assuming I’m not missing anything about your setup/requirements) is that that auto-tagging filter will remove the tag when the recurring gifts stop.
Josh Stuart
published What Countries are these available in? in Frequently asked questions
posted 2020-11-05 08:13:35 -0800
Josh Stuart
published Can I still use my current NationBuilder phone numbers? in Frequently asked questions
posted 2020-11-05 08:13:25 -0800
Josh Stuart
published Why is deliverability better with a Toll-Free number? in Frequently asked questions
posted 2020-11-05 08:13:23 -0800
Josh Stuart
published What do you mean about faster message delivery? in Frequently asked questions
posted 2020-11-05 08:13:21 -0800