Triggers allow Donorfy to respond automatically when certain events occur—for example, when a new recurring gift is created or when a donation arrives from your website. A Trigger is made up of:
Trigger Type: the event to listen for.
Condition: the filter that narrows down which records should activate the trigger.
Action: what Donorfy should do when the trigger fires.
The examples below show how to create your first Trigger.
Example 1: Send an Email Acknowledgement for a New Recurring Donation
Goal: Send an email acknowledgement to donors when a new Recurring Payment Instruction (RPI) is created for a specific campaign (e.g., Spring 2022).
Step 1: Create the Condition Filter
Navigate to Lists and click Add.
Select Recurring Payment Instruction List.
Name the list,for example, RPIs Added Today for Spring 2022 Campaign.
Add filters such as:
RPI added today.
Campaign = Spring 2022.
This list defines the conditions for your Trigger.
Step 2: Create the Trigger
Navigate to Settings, select Triggers and click Add Trigger.
Enter a name for your Trigger.
Select RPI Added as the Trigger Type.
Add a condition by selecting the RPI list you just created.
Add an action:
Choose Initiate Mailchimp Automation.
Select your Mailchimp campaign from the dropdown.
Set Active to Yes and save the Trigger.
Your Trigger is now live and will run whenever a new RPI meets the conditions of your list.
Example 2: Notify a User When a New Donation Arrives from a Form
Goal: Send an internal email notification each time a donation is submitted via an online donation form for a specific campaign.
📌 Note:
Ensure your form includes a Channel (e.g., Website) so these transactions can be filtered separately.
Step 1: Create the Condition Filter
Go to Lists and click Add.
Select All Transactions List.
Name the list, for example, Donations Added Today for Spring 2022 Campaign.
Add filters such as:
Transaction added today.
Campaign = Spring 2022.
Channel = Website.
Step 2: Create the Trigger
Navigate to Settings, select Triggers and click Add Trigger.
Enter a name for your Trigger.
Select Transaction Added as the Trigger Type.
Add a condition:
Select Transactions in List.
Select your list.
Add an action:
Select Email User.
Select the Donorfy user who should receive the notification.
Add the email text.
Use placeholders to include donation details.
Set Active to Yes and save the Trigger.
Your Trigger is now live and will fire whenever a new online donation matches the conditions of the list.