Once you've created your workflow, you can customize it by adding a starting point and multiple stages.
In this article, we'll look at an example of how you can personally thank supporters who are donating for the first time.
Scenario: A new Contact has made a donation to my organization for the first time. I want to send them a personalized email welcoming them to my organization and detailing exactly how their gift will directly impact our cause area. Then, I want to send them a follow-up email one year from them wishing them a happy anniversary with our organization!
Choose a Starting Point
Click Choose a Starting Point
Click Transactions > Click Add beside Contact Makes a Transaction
Customize your Entry Points by letting Keela know exactly what type of Transaction should trigger this workflow (Donation, Revenue or Both) > Specify if the transaction should be associated with a specific Form, Campaign or Impact Area (optional) > Choose First-Time Donor > Click Save
Adding Stages
Action Stage: Delay - 2 Days
Click Add a Stage
Click Delay Next Stage > Click Add
Specify how long Keela should wait for before moving the Contact onto the next stage (ie 2 days) > Click Save
Action Stage: Send Email - Welcome & Thank You
Click on the Plus (+) sign beneath the Delay Stage
Click Actions > Click Add beside Send Email
Customize your Email > Click on your Workflow link at the top to return to your Workflow when you're done
Tip: This Email should be a Welcome Email. Let your donor know exactly how their donation will directly affect your causa area - make them feel connected! Use this opportunity to tell your story.
Hint: The email tool in Workflows works in the exact same way as Keela's Email Marketing tool does. Check out this article for more details!
Action Stage: Delay - 363 Days
Click on the Plus (+) sign beneath the Send Email stage
Click Delay Next Stage > Click Add
Specify how long Keela should wait for before moving the Contact onto the next stage (ie 363 days) > Click Save
Action Stage: Send Email - Happy Anniversary!
Click on the Plus (+) sign beneath the Delay Stage
Click Actions > Click Add beside Send Email
Customize your Email > Click on your Workflow link at the top to return to your Workflow when you're done
Tip: This Email could be a Happy Anniversary email. Celebrate 1 year with your donor! Make them feel all warm and fuzzy for being with ya'll for a year.
When you're ready, activate your workflow!