Automations in Giving
Automations are designed to reduce your team's workload by automating manual tasks, saving you time and effort every time they run.
Create automation
On the Manage page, go to the Automations tab and select Create Automation.
Set up the automation by completing the fields.
Choose to run the automation when someone gives, donates for the first time, or sets up a recurring donation.
Choose the product and action of the automation. If more context is needed, choose the corresponding information.
Tip
If you want to include joint donors in the automation, check the box.
Select Create automation to enable the automation.
Pause or delete automations
Use the toggle slider to pause an automation that you don't want to run.
To pause all your automations, select Pause automations in the top-right corner.
To delete an automation, select the three dots next to it, then choose Delete.
View automation history and reassign automations
You can view an automation's history for the last 32 days, reassign it to yourself, or delete it by selecting the three dots in the top right corner of the automation.
You may see the following statuses when viewing an automation's history.
Success: The automation ran successfully on the person.
Pending: The automation is still in process.
Paused: The automation was paused before the last action that would have normally triggered it, so it did not run. Select Run now to run the automation.
Failed: The automation failed to complete. You can select Details to find out why the automation failed. Select Retry to try the automation again.
Tip
The owner of the automation will receive an email notifying them of the failure.
If an automation has any errors or instances skipped due to being paused, you will also see an indicator on the automation showing the number of paused or failed instances.
If you ignore a failed or paused automation instance, it will show up on the Automation history page with an Ignored status. It will not be included in the number of errors or paused items on the automation.
Common automations
Check out the examples below to see how other churches are using automations in Giving.
Send thank you email to new donor
If you want someone to receive an email when they give for the first time, you can create an automation that sends an email from a template.
To create the automation, follow these steps:
Set up an email template in People.
Create the automation in Giving.
Add people to a workflow
If you want to follow up with a person after they donate for the first time, you can use an automation to add them to a workflow.
Automate creating and assigning tasks
A lot is going on at your church, and that means tasks for your staff! Instead of manually tracking these actions, you can automatically create and assign tasks.
Create an automation to add a task from the Automations tab.
When a person...: Select the activity that triggers the task automation.
Then perform an action in...: Choose Home as the product and Add a task from the dropdown.
Task name: Name your task.
Add task to: Select where to add the task.
Owner: If you're adding the task to someone else's inbox, search for that person's name. If you're adding it to a specific task list, select the list from the dropdown and add an assignee.
Days after task is created: If the task should be completed by a particular date, enable Set task due date and add the number of days before the task is due.
Once the automation runs, the assigned task appears in the assignee's inbox or task list, and they are notified of a new task. At the bottom of the task, the assignee can see who made the automation.