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Automations

This Premium Feature lets you build automated workflows in your account to completely change the way your team works and communicates.

Before You Get Started

  • What is the Automation tool?
  • How can I trial or purchase Automation?

Creating and Managing Automation Workflows

  • Create an Automation Workflow
  • Adding Stages to your Workflow
  • Making Changes on the Settings Tab
  • Activating your Workflow
  • Understanding your Active Workflow

Deep Dive into Stages

  • If/Else Stage
  • Wait for Trigger Stage
  • Delay Next Stage
  • Actions Stage

Workflow Examples

  • Lifetime Donor Awards
  • Volunteer Sign-Up Process
  • First Time Donor Thank You
  • Welcome Email for New Contacts

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