Automations can streamline your daily workflow by executing tasks automatically using a branching decision tree that will respond to your selected supporters' actions.
Read an overview about Automation
To help you get started, we've created some pre-designed templates that will help you automate tasks or outreach efforts. After you’ve selected the one you want, you can then add your own searches and content to customize the Automation to your needs.
The templates you see will depend on the package your organization has selected. The templates may contain Action steps that are not available for your organization. Before you begin, check with your organization's administrator to make sure you have access to all the step types. You may need to upgrade your user role or organization package to include the steps you want.
Read more about creating an Automation
|
Template Title |
Description |
Who should use this? |
|---|---|---|
|
Birthday |
Celebrate supporter birthdays with a personal touch. Send a birthday email or schedule a birthday follow-up. |
Fundraisers, Organizers |
|
First gift anniversary |
Reach out to your best supporters for their continued support on the anniversary of their first gift. |
Fundraisers |
|
Lapsed Sustainer |
An automated email series to encourage recurring donors to return after cancellation or missed payments |
Fundraisers |
|
Missing Employer or Occupation Email |
This workflow will help you identify and automatically follow-up with contacts who failed to include their Employer or Occupation in the personal information on their donation |
Fundraising Compliance staff |
|
Prospect Research |
This workflow uses WealthEngine data to apply a score to your contacts and if they meet your cutoff, it will automatically apply Activist Codes and Assign Staff members for Follow Ups |
Fundraisers, Major Gifts Officers
|
|
Reengagement |
An automated email series to identify and reach out to lapsed supporters |
Fundraisers, Organizers |
|
Relationship Builder |
This workflow automatically Assigns Staff and schedules Follow Ups with contacts you are cultivating for bigger asks |
Fundraisers, Major Gifts Officers |
|
Thank Offline Donors |
This template helps you make sure you are thanking the donors assigned to you via email for contributions they made offline (such as by regular mail or in person) |
Fundraisers |
|
Track Your Donors |
This workflow automatically applies Activist Codes to contacts who meet your criteria and automatically lets you or your staff members Follow anyone who takes additional action |
Fundraisers |
|
Welcome Series |
An automated email series to welcome new supporters and encourage them to become more engaged |
Fundraisers, Organizers |