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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

Lapsed Donor Winback

Event-based

Lapsed Donor Winback — mailed to all Medicare clients.

#10 Envelope·On the trigger date

Membership Renewal

Date-based

Membership Renewal — mailed to all Medicare clients.

#10 Envelope·21 days before the trigger

Year-End Giving Appeal

Date-based

Year-End Giving Appeal — mailed to all Medicare clients.

6×9 Postcard·30 days before the trigger

Event Invitation

Date-based

Event Invitation — mailed to all Medicare clients.

Volunteer Milestone

Event-based

Volunteer Milestone — mailed to all Medicare clients.

Recent automated sends

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

No automated sends yet.