1. All akoyaGO clients will have the “Gifts to be Auto-Created” Template saved in their system. To customize the flow to fit your needs you will need to navigate to this template. You will only need to follow these steps one time.

2. Click on the Settings Gear in the upper right-hand corner and select Advanced Settings.
 



3. Using the dropdown arrow, change the area from the default (Administration) to Processes.




4. Using the dropdown arrow, change the view to “All Process Templates”
 


5. Check the box next to “Gifts to be Auto-Created” and click the Activate button in the top ribbon.




 

  Customizing the Gifts to be Auto-Created Workflow

You can customize the process to fit your needs now that the template has been activated.

1. Click on the New button in the top ribbon of options.
 



2. Enter the following information:

• Process Name- “Gifts to be Auto Created”
• Category - Workflow
• Entity- Gift Payment
   

3. Ensure that the “Run workflow in background” is check marked.

4. Select “New process from an existing template”.

5. Select the “Gifts to be Auto Created” template and click OK. 


 
*It may take a minute for the creation process to complete. 
 
6. This will create a new CRM Process (Workflow) that you can customize if needed.
 



7. Check the workflow steps and see if there is anything you would like to customize, especially on the Create Gift step.

8. Click Set Properties to review all fields that will be filled in on the Gift that will be auto created. Edit as needed.

9. Once you have reviewed the workflow and made any customizations you would like, click Activate to turn it on.



 
Please note if a gift is marked auto-create next gift and this workflow has not been created and activated, no next gifts and gift payments will be auto-created.

 

  Entering a Gift to be Repeated

Once you have created and activated the CRM Process, you can begin entering gifts to be repeated. This type of gift can be entered for donors who regularly give the same amount bi-weekly, monthly, semi-monthly, or quarterly. The gift and gift payment will be automatically created based on the recurrence you choose.

1. Go the Donor Management workspace and choose the Donors & Prospects entity.

2. Search for the Donor who will be giving the gift to be repeated.

3. Open the Donor record.
 



4. Go to the Gifts tab.

5. Choose + New Gift. This will open the Gift Quick Create Form.
 



6. Enter all Gift information. In the Payment Details section, you can set Auto-Create Next Gift. Future Gifts and Gift Payments will be created based on the recurrence you select. Save and Close.
 



7. To stop the future gifts from being auto-created, set the Auto-Create Next Gift on the last gift created back to "None."