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Click the “New Automation” button and a new window will appear. From here you can choose from five types depending on your objectives.
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A general automation General: This should be used if you want to send a set of emails and don’t want to set an objective that which means the supporter leaves the automation. i.e. they will go from start to finish (unless they opt out of course). General automations automation can target new supporters or supporters entering a profile. Supporters can only ever enter these types of automations once.
New to Donor automations are used : Use to target supporters who are new to the account with the goal of making them and who you want to convert to donors. Supporters can only ever enter these types of automation once“new to” automation once and the automation will not select supporters who have already taken a donation action on Engaging Networks.
New to First Action automations are used : Use to target supporter who are new supporters with the goal of having them to the account and who you want to participate in their first advocacy action. Supporters can only ever enter these types of automations onceenter “new to” automation once and the automation will not select supporters who have already taken a campaign action on Engaging Networks.
Birthday Message automations will be sent : Use to send to supporters on their birthday, or a set number of days before. The birthday is selected via the date in the supporter’s Supporter Birthday tagged field. Supporters can enter these types of automations automation more than once.
Card Expiry automations : This will target supporters when their card is due to expire for any recurring gifts they have with you. You set a days offset to pre-warn supporters (NB. please ensure this is 31 days or less). It is recommended you connect this to a hub page so that they can change their expiry date there. Alternatively, you can ask them to set up a new gift and link them to a donation page. Supporters can enter these types of automations automation more than once.
Recurring Transaction Activity actions are used : Use this when supporters are regular donors. You can set up automations automation to remind supporters when a gift was successfully or unsuccessfully processed. Supporters can enter these types of automations automation more than once.
Custom Date automation triggers email series based on a custom date field (formatted as YYYY-MM-DD). This type of automation can be used to send a reminder a number of days before or after a custom date present on the supporter record. Please note: supporters will be able to reenter the automation.
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The conditions act as “fallbacks”, so the lower conditions will pick up supporters that did not match the conditions listed above. That means that “Email sent (unopened)” will pick up supporters that did not match any other condition. For more about conditions, and how to set up multiple conditions, click here.
Journey End
A journey end box completes the automation. It isn’t necessary to end a journey but can make your automation easier to read
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Click the users icon to see who is in your automation. This will list all the supporters who have entered but not finished.
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First name and Last name give the name of the supporter
Email gives the email address of the supporter
Created gives the creation date of the supporter
Added On gives the date the supporter entered the automation
will show you where in the automation the supporter currently is
will open the supporter record
after confirmation, this will remove the supporter from your automation
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