Overview
Automation templates are pre-built workflows designed around common nonprofit use cases. They help you get started quickly while still allowing full customization.
Templates may include actions that depend on your organization’s permissions or package. If you don’t see a step you need, check with your administrator before building.
What Templates Help You Do
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Launch automations faster
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Follow proven engagement patterns
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Reduce setup complexity
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Focus on strategy instead of configuration
Available Workflow Templates
| Template | What It’s Designed For | Who Should Use It |
| Onboarding new supporters | Fundraisers, Organizers | |
| Tracking donor actions | Fundraisers | |
| Thanking offline gifts | Fundraisers | |
| Managing major donor cultivation | Fundraisers, Major Gifts Officers | |
| Reaching lapsed supporters | Fundraisers, Organizers | |
| Identifying high-value prospects | Fundraisers, Major Gifts Officers | |
| Completing donor records | Compliance, Fundraising Staff | |
| Recovering canceled sustainers | Fundraisers | |
| Celebrating donor milestones | Fundraisers | |
| Sending birthday outreach | Fundraisers, Organizers |
Common Things You’ll Do with Templates
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Choose a template that matches your goal
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Customize searches and messages
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Adjust timing and decision logic
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Activate the workflow
What Do You Need Help With?
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