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.
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 - you want 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 t...
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...
When creating a Trigger that sends an email to a user or a constituent you can add information that is within Donorfy and relevant to that Constituent, Transaction, RPI, or Activity into the email that is being sent. This makes creating personalis...