Automation of donor type
complete
Kristin Brassell
Auto tagging contacts through smart technology... i.e. added "Lapsed" to donors who haven't given for a year or "Prospective" if contact name is in with $0 donation. Would help with quicker reporting.
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Elaine Makikalli
complete
This feature is complete! 🎉 You can now automate tagging as a part of our new Givebutter Plus feature, Workflows, helping you manage repetitive tasks and schedule personalized communications at scale, ensuring no donor falls through the cracks.
Features:
- Start from scratch or use existing templates
- Add tags and tasks to track your biggest supporters
- Automatically send emails and texts
- Create drip campaigns, such as first-time donor and recurring donor series
- Monitor triggers, messages, and performance
For full instructions, check out this Help Center article: https://help.givebutter.com/en/articles/9741607-how-to-manage-automations-with-workflows
Note:
This feature is only available to Givebutter Plus users.✨ On September 25, 2024, we introduced Givebutter Plus, starting at just $29/month, offering enhanced tools and features. Enroll in our 30-day FREE trial to discover how this can boost your fundraising potential: https://givebutter.com/signup/plus-trial
Elaine Makikalli
planned
We’re thrilled to share that this, along with many other highly requested features, is in our pipeline!
🎉
Be the first to see them in action at our Givebutter launch event: The Spread.
Tune in and learn how to level up your fundraising, productivity, and team.
Save your seat: https://givebutter.com/the-spread