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kmartin
kmartin
First Timer
July 31, 2026

How are you setting up your evergreen saved searches for your first time donor automations?

  • July 31, 2026
  • 1 reply
  • 14 views

Hi all. We’re setting up welcome series automations (and automations in general) in EveryAction for the first time, and every time I think I have the right search criteria and activist code naming conventions figured out, I realize a hang-up that could screw things up. The whole automation process has been stressing me out. 

So, what do your evergreen saved searches look like for your first time donor welcome series? What criteria are you using to ensure they’re not being targeted more than once, and to avoid hiccups in general? How are you handling removing activist codes that get auto-assigned, and what activist code naming conventions are you using? I’m basically at step 1 still.

Thank you!

1 reply

rachel moody
rachel moody
Community Manager
August 3, 2026

Hey ​@kmartin! I’m going to move this to the EA Discussion thread as I think it’s a better place since you want to hear from some other EA customers on what they do. 

Rachel at Bonterra
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