Make an integration between List Management and Online Express
Currently, there is no way to set up an automated email workflow in Raiser's Edge. The closest functionality is to create and manually schedule each email in the email series in advance. An automated email workflow would allow you to set up a welcome or onboarding email series in advance - very useful for new donors - and simply add donors to the workflow. Especially when you are dealing with different streams of new donors (e.g. from different channels or different fundraising campaigns) with custom email onboarding for each stream, an automated workflow functionality would save a great deal of manual time and effort.
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Guest
- Feb 8 2019
- Shipped
Related ideas
Here is the link to register for the webinar if you are interested!
Hi everyone. We just shipped a new functionality in RENXT that would allow you to send a series of Emails with Workflow Designer. This means you can create a workflow for new donors, and send them a series of "welcome" emails, per the request above.
This feature is generally available for all RENXT clients, so you should all have access to it right now. Just go to Tools>Workflow Designer. You will create your Emails under Email Marketing, and then just add those emails to a workflow.
If you would like more information on how this new feature works, we are hosting a webinar this Thursday, Aug 13th at 2pm EST that you can register for. If you can't attend, the recording will be available for all registered attendees after the webinar airs. We hope to see you there!
For any feedback you have once you start exploring the feature, please comment in the Community.
Hi! We are very close to releasing Email Automation via Workflow Designer in NXT. We have already started releasing it to clients in waves, we are just waiting on the final approval to go GA, so keep an eye out for an update on this!