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One time survey, popup, or custom form


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Hello!! I have a client who needs the following:

When they bring in a new customer, they want a prompt at their first login to display a list of non-profit organizations - The customer gets to choose just one, that the company will send a check to on behalf of the customer.  The catch is, once the customer chooses the non-profit, they will not be prompted again to choose.

Does that make sense?  Any thoughts you can provide would be awesome!

 

Cheers!

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