Automation
Here are your guides to trigger and saving emails to Constituent Timelines.
By Cristiana1 author6 articles
Triggers
Define custom behavior when specific events happen.
Automate Actions Using Triggers
Create Word Documents with Trigger Actions
Use Email Trigger Actions
Get Started by Creating Your First Trigger
Use Trigger Placeholders
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 Communications