Automate Communications
Automations send the right message at the right time without manual effort.
Common automations
- Welcome series for new volunteers or donors
- Event reminders before a registered event
- Receipt and acknowledgement after a gift
- Renewal reminders for expiring certifications
Configure an automation
- Go to Communications → Automations and click New Automation.
- Select a trigger (e.g., Volunteer Registers for Event).
- Set conditions and delays.
- Choose the template and channel.
- Activate the automation.
Monitor and tune
The automation log shows every message sent, why it was sent, and whether it was delivered. Pause or edit any automation at any time.