Workflow steps

After you create a workflow from Tools, Workflow designer, select who to apply it to, and then add steps. Workflow steps indicate the tasks for the workflow to perform and conditions for when to complete them.

In the first step of a workflow, you can choose for it to send an email from Raiser’s Edge NXT to constituents or assign an action to people in your organization.

Note: A maximum of 20 steps is allowed per workflow.