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Post your questions for April 30th EA Office Hours!

  • April 10, 2026
  • 1 reply
  • 21 views
rachel moody
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What questions do you have for EveryAction Office Hours on Thursday April 30th, at 11am ET? 

Haven’t registered for this Office Hour session yet? You can sign up here: 

 

Rachel at Bonterra

    1 reply

    S
    • shawna
    • First Timer
    • April 22, 2026

    I am looking forward to the office hours. I’m interested in setting up a more thoughtful email automation workflow and wanted to understand what’s possible within the system.

    Specifically, I’d like to create:

    • An immediate automated email for first-time donors (a warm thank-you + next step), and
    • A delayed, more personalized follow-up for major donors (sent about 5–7 days after their gift), ideally with more tailored language and segmentation.

    My questions are:

    • Can we segment donors based on giving history (first-time vs. major donors) within automation workflows?
    • Is it possible to delay emails (e.g., send a second touchpoint a week after the gift)?
    • Can these emails pull in dynamic fields (gift amount, campaign, etc.) to feel more personal?
    • Are there ways to trigger internal notifications so our team can layer in personal outreach alongside the automated emails?
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