Sometimes, a giver might take an action that piques your interest. In these cases, you'll probably want to follow a Contact to see what they do next. This will add them to your dashboard's Activity Feed, allowing you to see all of their Communication History updates as soon as you log in to Virtuous.

To add a follow action to any workflow step, click on the "Add an action" button.

This will bring up the Action Details form. Select "Follow" from the drop-down list to set the type.

Once you've selected the type, you'll have the ability to configure additional options.

First, you'll need to specify whether this action is a follow or an unfollow. By default, follow is selected. Just click on the field to change the selection.

Then you'll need to select the user from your organization who will be doing the following (or unfollowing) for this particular action. Only one user may be selected for a particular action.

In some cases, you may want to create rules around which user will be assigned to follow a particular Contact. For example, you may have two development officers that each cover a specific area of the country. In your workflow, you may want the East Region development officer to follow any Contact who makes a large Gift and lives in the East region, and you may want the same to happen for the West Region development officer for large Gifts from donors in the west.

The key to accomplishing this is to remember that the only place where you can control these variables is in your query. You would need to create one query for large Gifts from Contacts in the East Region, and another for large Gifts from Contacts in the West Region. Then, each of these queries will be associated with separate steps. The sequence of actions in each step may be nearly identical, with the only difference being that the follow action is assigned to a different user in each.

So for all branching scenarios or situations where you would like to define routing rules, each branch will require its own query and its own separate workflow step.

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