Automation
Here are your guides to trigger and saving emails to Constituent Timelines.
Triggers
Define custom behavior when specific events happen.
Use Trigger PlaceholdersHow to add and use trigger placeholders in email actions.
Get Started by Creating Your First TriggerLearn how to build your first Trigger in Donorfy by working backwards from the outcome you want to automate.
Use Email Trigger ActionsHow to use Email User and Email Constituent actions in triggers to send automated emails.
Create Word Documents with Trigger ActionsLearn how to use trigger actions to generate personalised Word documents.
Automate Actions Using TriggersLearn what Triggers are, which plans they are available on, and how to use trigger types, conditions, delays, and actions to automate processes.
Saving Emails directly to timeline
No manual Activity adding is required. Just use your Send to Donorfy email address.
Use Send to Donorfy to Store Email CommunicationsLearn how to use Send to Donorfy to automatically add copies of emails to constituent timelines and how to resolve unmatched items.