Automations

The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.

Create New Trigger
TriggerTypeMailer FormatClients UsingStatus
Year-End Giving AppealDate-based6×9 Postcard72 clientsactive
Membership RenewalDate-based#10 Envelope58 clientsactive
Event InvitationDate-based5×7 Postcard45 clientsactive
Lapsed Donor WinbackEvent-based#10 Envelope32 clientsactive
Volunteer MilestoneEvent-based6×9 Postcard20 clientsactive

Recent automated sends

Campaigns an automation fired — the trigger, client, date, and pieces.

  • Lapsed Donor WinbackCedar Fund Partners
    112 pieces2026-05-28
  • Year-End Giving AppealCommunity Trust LLC
    103 pieces2026-05-28
  • Year-End Giving AppealSummit Trust LLC
    53 pieces2026-05-28
  • Year-End Giving AppealHarbor Coalition Partners
    61 pieces2026-05-28
  • Year-End Giving AppealBrightside Network Partners
    22 pieces2026-05-28
  • Year-End Giving AppealHabitat for Humanity
    106 pieces2026-05-28
  • Event InvitationBrightside Network LLC
    24 pieces2026-05-27
  • Lapsed Donor WinbackRiverside Society LLC
    250 pieces2026-05-27
  • Membership RenewalCompass Coalition Group
    49 pieces2026-05-26
  • Year-End Giving AppealAmerican Library Association
    489 pieces2026-05-25
  • Membership RenewalFoundation Society LLC
    193 pieces2026-05-25
  • Event InvitationCompass Coalition LLC
    109 pieces2026-05-24