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Automations
Turn on rules that mail your members automatically — and set the format & timing.
Upcoming automated sends
Members due in each active date-based automation’s window.
- Membership Renewal0 members due in the next 21 days
- Year-End Giving Appeal0 members due in the next 30 days
3 of 5 automations on
Membership Renewal
Date-basedMembership Renewal — mailed to all Medicare clients.
#10 Envelope·21 days before the trigger
Volunteer Milestone
Event-basedVolunteer Milestone — mailed to all Medicare clients.
6×9 Postcard·On the trigger date
Year-End Giving Appeal
Date-basedYear-End Giving Appeal — mailed to all Medicare clients.
6×9 Postcard·30 days before the trigger
Event Invitation
Date-basedEvent Invitation — mailed to all Medicare clients.
Lapsed Donor Winback
Event-basedLapsed Donor Winback — mailed to all Medicare clients.
Recent automated sends
Campaigns an automation fired — the trigger date, and pieces.
- Year-End Giving Appeal32 pieces2026-05-23