Getting started - how to create your first Trigger

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To create your first trigger, it's best to work back from the result you're trying to achieve.

Example 1 - Send an email acknowledgement to the donor when a new recurring donation is set up

 

To send an email acknowledgement to the donor when a new recurring donation is set up as a result of the Spring 2022 campaign. 

  • The trigger type will be Recurring Payment Instruction (RPI) Added
  • The condition will be RPI added today with a campaign of Spring 2022
  • The action will be send an email acknowledgement to the donor

 

Create the condition filter first

A condition is the filter in a Donorfy List. So in this case you'll need to create a new Recurring Payment Instruction List (click on the Add button, under Lists select Recurring Payment Instruction List). Call it something memorable like "RPIs added today for Spring 2022 campaign".

Make the filter look like this:

mceclip0.png

Bring it together by creating the Trigger

Add a new Trigger

  • enter a name for the Trigger
  • select RPI Added as the Trigger Type
  • add a condition - select the list you created for RPIs added today for Spring 2022 campaign
  • add an action - Initiate Mailchimp Automation, select the your campaign from the dropdown
  • make sure the Active switch is set to Yes and save your Trigger. It is now live, and listening for the trigger event - in this case a new RPI for the Spring 2022 campaign.

mceclip1.png

 

Example 2 - Receive a notification for each new donation from a Form

 

To receive an email for each donation made through an online donation form new recurring donation is set up as a result of the Spring 2022 campaign. 

  • The trigger type will be Transaction Added
  • The condition will be Transaction Added today with a campaign of Spring 2022 and by the Website
  • The action will be to send an email to the user

 

Create the condition filter first

A condition is the filter in a Donorfy List. So in this case you'll need to create a Transaction List (click on the Add button, under Lists select All Transactions List). Call it something memorable like "Donations added today for Spring 2022 campaign".

Ensure that you have added a Channel setting to your Form so that you can distinguish donations from others added to your Donorfy by other means. For example:

 

mceclip0.png

 

Make the filter look like this:

 

mceclip1.png

 

Bring it together by creating the Trigger

Add a new Trigger

  • enter a name for the Trigger
  • select Transaction Added as the Trigger Type
  • add a condition - select the Transactions in List option and then list you created for Donations added today for Spring 2022 campaign
  • add an action - Email User and select the Donorfy user that you would like to send the email to.
  • add the text you want to send and make use of the placeholders to add additional details: Trigger Placeholders
  • make sure the Active switch is set to Yes and save your Trigger. It is now live, and listening for the trigger event - in this case new online donations for the Spring 2022 campaign.

mceclip2.png

 

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