Status:
In order to keep an excellent overview of the donations even though everything is automated, it is possible to assign different statuses in our system:
failed > cancelled > stopped > held > call > c-approved > approved > live
There is also the status Awaiting-validation, which is the status while the quality and workflow are being checked. Usually, a record only has this status for seconds.
Workflows:
You can check any fields for values greater than, less than, equal to and not equal to X.
These workflow checks can be carried out at different times:
- during the donation upload, after the quality check has been successful
- again during donor feedback
In addition, workflow checks have a priority that depends on the target status:
failed > cancelled > stopped > held > call > c-approved > approved > live
| Status code | interpretation/meaning |
none | No status available |
awaiting-validation | record is scheduled for validating |
held | validation failed, record is held for manual editing |
call | record needs confirmation through call center |
approved | record was validated successfully or manually approved |
conditionally-approved | record is marked for export though some problems exist with the data |
failed | cancelled before it was exported to the charity |
live | record was successfully exported to charity |
cancelled | cancelled after it was exported to the charity |
stopped | recurring donation stopped |
Examples of workflow checks:
- Set the record to "held" if a donor feedback with comment is submitted (donor feedback comment is not equal to "empty").
- Set the record to "held" if the age is less than 25 years (age is < 25; also <= possible)
- Set the record to "held" if the address country is not "COUNTRY" (country is not equal to COUNTRY)
- Set the record to "c-approved" (any status selection possible) if the annual contribution is over 500 (annual contribution > 500)
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