Automations
Design workflows that reach out to contacts directly or reminds a user to follow up with a contact.
Click-Through Guides
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Create an Automation
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Edit an Automation
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Internal vs External Facing Automations
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Creating Unlimited Entry Automations
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Report on Automations
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Build an Automation to Send Thank You Emails for Checks
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COMING SOON: Assigning Follow Ups using Automations
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Create a Limited Run Newsletter Automation
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Create a Targeted Email Newsletter Audience for only Active Members
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COMING SOON: Set Up Automation to Apply a Notification or a Follow Up based on Newly Assigned Staff
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Create Expired Membership Outreach Email Automation
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Create a Targeted Email Newsletter Audience for only Active Members
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Details
- 10 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
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Communications Syllabus
Bundle • 14 learning productsCommunications-focused courses | Skill-up your EveryAction communications use, with guides focused on using mass communications features. Includes EveryAction content related to email, events, stories and more!
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Development Syllabus
Bundle • 28 learning productsDevelopment-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
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Database Admin
Bundle • 43 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
Built in Collaboration
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Asian American Advocacy Fund
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Feminist Women's Healthcare Center
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National Domestic Workers Alliance
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Sachamama
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Science Friday
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Showing Up for Racial Justice
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Wild Seed Project