Overview
The First Gift Anniversary workflow automation template helps you recognize and thank donors on the anniversary of their first gift.
The message is pre-built but fully reviewable. No emails are sent until you activate the automation.
Before You Begin
Before starting, make sure:
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You can access Workflow Automation. If you don’t, that’s okay, just reach out to an admin from your team.
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You’re comfortable reviewing or editing an email message
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You understand this workflow sends one anniversary email, not a series
Time estimate: 5 minutes
Step 1: Start with the Template
Most people start on the EveryAction Home Page.
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From the left-hand menu, click
Engagement → Communication Tools → Workflow Automation -
If you don’t see Workflow Automation:
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Use Search for a page in the left-hand navigation
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Type Workflow Automation
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Select Build from a template
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Tip: Templates are pre-built and designed to be safe—you’re reviewing an existing setup, not starting from scratch.
Step 2: Select the First Gift Anniversary Template
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In the template list, choose First Gift Anniversary
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Open the template to view the workflow steps
At this point, you’re only reviewing the setup. No emails are sent yet.
Step 3: Review Email Content
This workflow sends a single email to acknowledge a donor’s first gift anniversary.
The email is triggered automatically based on the date of the donor’s first gift, helping ensure recognition happens at the right time.
Step 4: Customize the Message (Optional)
You can edit the email to reflect your organization’s voice and tone.
Common updates include:
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Adjusting the subject line
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Updating the message text
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Confirming sender and reply-to details
Tip: If the default message works for you, no changes are required.
Step 5: Run Check and Activate
When you’re ready:
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Run the workflow check to confirm everything is complete
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Activate the automation
Important: Once activated, this workflow will begin sending anniversary emails automatically. If you’re not ready, you can save your work and activate it later.
What’s Next?
After activation, you may want to:
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Customize automation emails to adjust messaging later
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Track donor milestones to see other opportunities for recognition
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Return to Understanding Workflow Automation Templates for a broader overview
You can pause or edit this automation at any time if your approach changes.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore: