Automation

Why do things manually when you can automate? In this section are your guides to Triggers & saving emails to Constitunet Timelines

By Graham1 author6 articles

Saving emails directly to Timelines

No manual Activity adding is required. Just use your Send to Donorfy email address.

Send to Donorfy

Triggers

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
Triggers
Trigger Actions (Email)
Trigger Actions - Create a Word Document
Trigger Placeholders