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Ericworships
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Member since ‎Nov 29, 2023
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Eric Smith

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Ericworships
Member
February 20, 2026
Reply to Comparing Object Properties in workflows
Ah, it looks like this is only for text-based properties. I want to run an automation if one date property matches another. It doesn't look like that...read more
Ericworships
Member
February 20, 2026
Reply to Comparing Object Properties in workflows
@karstenkoehler I'm looking to use this exact feature! Thanks for sharing. It doesn't seem to be available in my instance as of 2/20/26. Do you k...read more
Ericworships
Member
January 15, 2025
Reply to Solved! How to send annual tax-deductible donation summary for donations
2025 Update: The location of the Email Module has changed. It's now found at Content --> Design Manager .
Ericworships
Member
January 22, 2024
Reply to Non-profit trying to send donation receipts
Hey, @PhilDaub - We also use FundraiseUp and HubSpot. I think this can be done through a deal automation that checks if the payment method is a che...read more
Ericworships
Member
January 22, 2024
Reply to Nonprofit donation management
Hey, @alexacree - This is possible using custom properties in HubSpot. I outline how to set all these up for an annual donation summary in my post...read more
Ericworships
Member
January 22, 2024
Reply to Fundraise Up & Issuing Receipts for Offline Donations
Hey, @EJohnson0 - I think this can be done through a deal automation that checks if the payment method is a cheque or EFT or whatever you set to be...read more
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