• Triggers - Overview

    Triggers are a powerful component in Donorfy which allows you to define custom behavior when specific events happen, such as a new constituent being added. Triggers are available to both Essential and Professional Plans as follows: Essentials - a ...

    Mark Eastwood
  • Creating a Trigger

    Creating a Trigger is done from within Data Management on your navigation bar: Data Management > Triggers   Click on the + button to start creating your trigger.   Add a name for your new Trigger and select the Type of system event which will ini...

    Graham Bell
  • Trigger Conditions

    Conditions allow you to specify in what instance a Trigger should run. For example, you may wish to initiate a Mailchimp automation when you receive a new donation, but only if that donation is over X amount.   Conditions are optional, and all of ...

    Graham Bell
  • Trigger Actions

    A Trigger Action is the end result of what your Trigger is to do. An action can be set up to initiate a Support Journey (MailChimp automation), to add to a messaging service such as Slack, or to inform another process.    To add a new Action click...

    Graham Bell