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How do I use the Missing Employer or Occupation workflow automation template?

  • February 2, 2026
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Happie Pingol
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Overview

 

This workflow automation helps you follow up with donors who are missing employer or occupation information. Once turned on, it checks what’s missing and sends reminder emails over time until the information is added. The result: cleaner records without manual chasing.

Why it matters: Some donations require employer or occupation details. This template helps you collect that information automatically and consistently.

This template is designed for busy teams—you can use it as-is and adjust later if needed.

 

 

Before you start

What you need

  • Access to Workflow Automation

  • Permission to edit and activate automations

  • At least one email message you’re ready to use (you can edit the template’s default)

Time to complete: about 10–15 minutes

 

 

Step 1: Open Workflow Automation

  1. Most people start on the EveryAction Home Page.

  2. From the left-hand menu, click:
    Engagement → Communication Tools → Workflow Automation

    • If you don’t see it, use Search for a page and type Workflow Automation.

 

 

Step 2: Build from a template

  1. Click Build from a template.

  2. In the template list, select Missing Employer or Occupation.

 

 

Step 3: Review the follow-up logic

You’re not required to change anything here—this step is just to help you understand what the workflow will do.

  1. Open the workflow to see the steps.

  2. Notice that it checks whether employer and/or occupation is missing.

  3. Based on what’s missing, the workflow sends emails, waits, and checks again before moving to later follow-up steps.

Tip: You don’t need to change the logic to use the template—just understand how it flows.

 

 

Step 4: Customize emails and timing

  1. Click each email step to edit the subject line and message.

  2. Click each wait step to adjust how long the workflow pauses between reminders.

  3. Make sure the tone and timing match your organization’s follow-up style.

 

 

Step 5: Run the pre-check and activate

  1. Click Run check (a quick system check to make sure nothing is missing) to confirm everything is set up correctly.

  2. Click Activate to turn the workflow on. Activating this workflow is safe—only contacts who are missing employer or occupation information will enter it.

Nice work—your workflow automation is now live!

You can pause or turn this off at any time if you need to make changes later or explore other automation templates instead.

 

 

What’s happening behind the scenes

When a contact enters this workflow:

  • The workflow checks whether employer, occupation, or both are missing

  • It can take different paths depending on what’s missing

  • Along the way, it may:

    • Send more than one reminder email

    • Wait a set number of days between emails

    • Check again to see if the information was added

    • Schedule a follow-up step later if details are still missing

This all runs automatically once the workflow is active.

 

 

Quick checkpoint

You should be able to answer “yes” to all three:

  • Did I edit the email messages?

  • Did I review or adjust the wait timing?

  • Did I activate the workflow?

 

 

Common pitfalls

  • Assuming it sends only one email: This template includes multiple checks and reminders.

  • Forgetting to run the check: The workflow won’t activate without it.

  • Not reviewing email content: The default text may not match your voice.

 

 

What else do you need help with?

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