Automations
Design workflows that reach out to contacts directly or reminds a user to follow up with a contact.
Click-Through Guides
-
-
Create an Automation
-
Edit an Automation
-
Internal vs External Facing Automations
-
Creating Unlimited Entry Automations
-
-
-
Report on Automations
-
-
-
Build an Automation to Send Thank You Emails for Checks
-
COMING SOON: Assigning Follow Ups using Automations
-
-
-
Create a Limited Run Newsletter Automation
-
Create a Targeted Email Newsletter Audience for only Active Members
-
-
-
COMING SOON: Set Up Automation to Apply a Notification or a Follow Up based on Newly Assigned Staff
-
-
-
Create Expired Membership Outreach Email Automation
-
Create a Targeted Email Newsletter Audience for only Active Members
-
Details
- 10 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
-
Communications Syllabus
Bundle • 15 learning productsCommunications-focused courses | Skill-up your EveryAction communications use, with guides focused on using mass communications features. Includes EveryAction content related to email, events, stories and more!
-
Development Syllabus
Bundle • 29 learning productsDevelopment-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
-
Database Admin
Bundle • 44 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
Built in Collaboration
-
Asian American Advocacy Fund
-
Feminist Women's Healthcare Center
-
National Domestic Workers Alliance
-
Sachamama
-
Science Friday
-
Showing Up for Racial Justice
-
Wild Seed Project