When someone donates to a specific fund for the first time, a follow-up task will be assigned to the giver. This task will run daily at the scheduled time for all new givers.

To configure the follow-up task, follow these steps: 

1. Select the task type under Settings > Automated Tasks.
2. Enter a Name to identify the task,
3. Set the Time when the task should run.
4. Select a Responsible person for the follow-up,
5. Set a Follow-up Action - you can select from those available within your Follow-Up module.
6. Set the Days to Add - This lets you set whether you want the task to trigger a number of days after someone gives; and not necessarily the day of the giving (or the following day depending on the time when the donation takes place.)
7. Select the Criteria for the follow-up
   1. Select the Fund to which givers should contribute for this task to trigger.
   2. Check the checkbox to consider givers as new if they have not contributed within the last 12 months.
8. Save the task when ready.

Once enabled, the task will be displayed on your main Automated Tasks screen. You can choose to toggle it on or off later on.