Create email automation in NXT
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
Hi @andrew, it does not yet, but that is what my team is working on right now! Our first branching options will be for email opens and links clicked, but we do have plans to branch based on constituents who have registered for an event or not as well.
Does the new workflow functionality allow for automated branching? We'll be sending out event invitations and it would be helpful if we could create a separate branch in the workflow that reminds those who haven't RSVPed to sign up.
Here is the link to register for the webinar if you are interested!
Hi everyone! This feature is now available to ALL RENXT clients as of last Thursday! Go check it out, and if you have any feedback feel free to let us know in the Community! We also have a helpful webinar coming up on Thursday, Aug 13th at 2pmEST, if any of you are interested in learning more about this new functionality.
Hi @lauren. This functionality just started releasing in waves on May 11th, so it should be available for you very soon!
What is the status on this functionality?
Hi! This functionality is planned for Workflow Designer in RENXT. We will be adding Email as a new option to add to a workflow so that you can create an automated email series :).