Getting Started with Automations

The Automations Dashboard can be accessed via the left side menu. From the Dashboard, users can add, copy, edit, or delete Automations. *Please note that Automations are only available to accounts on the Grow, Raise and Scale plans.

Automations can be great for sending personalized emails to targeted donor segments, ensuring your message(s) reach the right supporters at the right time. Create automated email sequences to send out event invitations, confirmation emails, reminders, and follow-ups. Automations can also be used to update Tags and Lists based on a variety of actions.

From the Automations Dashboard, users can access the following functions:

• Create a new Automation.

• View comprehensive Automations analytics.

• Edit, Copy, Delete, and view the Analytics of each individual Automation.

The Automations editor allows users to create and manage Automations from a unified space. Read our help article Automations Steps to learn more about each step's function in-depth.

Automations must be activated individually. Read our help article Automations Triggers to learn more about triggering enabled automations.