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Tickler Alerts for Deceased Prospects (or Other Data Changes)

Tickler Alerts for Deceased Prospects (or Other Data Changes)

ROI Solutions | Tickler Alerts for Deceased Prospects (or Other Data Changes)

“Wouldn’t it be nice if I could automatically be notified when a donor or their spouse is marked deceased in the database?” That was the question that sparked a new tickler option.  As a planned gift officer keeping track of a portfolio, I want to know when someone passes away because it might trigger a planned gift.

With this new feature and many other changes to a constituent’s record, you can set a tickler to be explicitly notified when a household member’s deceased status changes.

If you’re not familiar with Ticklers, they’re straightforward.  From a constituent’s record, click on the Bell icon in the top right-hand corner to view a summary of any existing ticklers, then click ‘Go to Ticklers Screen.’

After clicking on the Add New button, you’ll be prompted to pick the trigger for when you want to be reminded – either on a specific date (like a birthday) or a range of dates (keep reminding me until I say I did it), or when something in the record changes (like a new gift, an updated name, or now, when the Deceased status changes).

Revolution CRM will take care of the rest – the email tied to the tickler will get notified whenever your criteria are met.  And, if that constituent is in your portfolio, your High Touch Dashboard’s Alerts section will also give you a heads-up.

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