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Tomer Gal's avatar

Agreeing the flag before the campaign is the right call, and the part that usually breaks is what happens after the flag fires. A flag with no route attached is just a label in the CRM. Worth deciding in the same sitting: who receives it, within how many days they have to make contact, and what happens if nobody does. Otherwise it goes to a shared inbox on December 2, which is the week nobody is reading shared inboxes. The other thing I would keep manual this first year is the judgment call itself. Let the system surface the candidates and let a person decide who gets a conversation. You learn what the real signal is that way, and by next GivingTuesday you actually have something worth encoding.

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