Overview
The Thank Offline Donors automation template helps you automatically send thank-you emails to supporters who give offline—such as by check or cash—after their donation is entered.
This workflow ensures no donor is missed and that gratitude is sent consistently, even when donations are handled manually. You’ll start with a pre-built template that you can review and customize. Nothing is sent until you choose to activate the automation.
Use this template when you want peace of mind that offline donors receive timely thanks without extra follow-up work.
Before You Begin
Before starting, make sure:
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You can access Workflow Automation.
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Offline donations are being entered into your system
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You’re comfortable reviewing or editing a thank-you email
Time estimate: 5–10 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 designed to be safe starting points—you’re not building anything from scratch.
Step 2: Select the Thank Offline Donors Template
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In the template list, choose Thank Offline Donors
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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 and Decision Steps
This workflow includes simple checks to make sure donors receive the right experience.
As you review the steps, you’ll see that the workflow:
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Checks whether a donor has an email address
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Sends a thank-you email when an email is available
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Skips the email step if no email address exists
This helps prevent errors and ensures donors aren’t contacted incorrectly.
Step 4: Customize Thank-You Messages
You can edit the email content 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 the sender's name and reply-to address
Tip: If the default message works for you, it’s okay to leave it as-is and move on.
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 thank-you emails automatically after offline donations are recorded. 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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Edit workflow emails if messaging needs to change
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Manage offline donations to ensure gifts are recorded correctly
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Return to Understanding Workflow Automation Templates to explore other options
You can pause or edit this automation at any time if your needs change.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore:
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Which Workflow Automation Template should I use?
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How do I view workflow automation performance?
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Back to Overview: Workflow Automations