Automation - Triggers & Saving emails to Timelines
Saving emails directly to Timelines
Send to Donorfy
Send to Donorfy is an easy way to keep copies of emails sent or received on your constituents’ timelines - this helps you to keep a record of your communications with constituents.When you send an email to one or more constituents if you use bcc t...
Getting started - how to create your first Trigger
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...
Triggers are a powerful feature of Donorfy which allows you to define custom behaviours when specific events happen, such as a new Constituent being added, a new volunteer application and so on. What is a Trigger? A Trigger = an automation. trigge...
Trigger Actions (Email)
Action type - Email User The Email User action will send an email from your Email Server Settings to any or multiple users listed within your Donorfy and is available for the Constituent, Transaction, Activity, and RPI trigger types. The email sub...
Trigger Actions - Create a Word Document
A Trigger Action can be used to create a mail merge to a Word document. This is especially useful for Thank You letters, event attendance confirmations, or volunteer forms, etc. This article guides you through: Creating the Trigger Adding the Co...
When creating a Trigger that sends an email to a Constituent or a User you can add information relevant to that Constituent's Transaction, RPI, or Activity into the email via a Placeholder. This makes creating personalised emails quick and easy. B...