Automated Actions
What is an Automated Action in the CRM Module?An automated action is a predefined task that the software executes automatically when a specific target is reached. For example an automated action can be set up to: - Send an automated birthday message the day before a constituent's birthday. - Notify your team when a sponsor…How is a CRM Automated Action Set Up?Automated actions are designed to be used in conjunction with email features. Automated actions will not be initiated if the constituent does not have two things: - An primary email address associated with their profile record. - Are assigned to at least one email list. To creat…Automated Action TriggersOn the Schedule tab of your Automated Action setup you will be able to create a tigger. This trigger will tell the software when and under what circumstances to send out the automated notification. Scrolling down past the Campaign Summary and Distribution Method you will find th…Internal Notification from Event Check InDuring the setup of certain triggers within your Automated Actions you can also choose to be notified if a specific constituent who matches that trigger is checked into the attendance for an event. The triggers that this feature is available for include: After (only) - Year to D…Send Internal Text NotificationWithin the setup of your Automated Actions, you can also choose to receive a notification via text message and customize the message that is sent within the notification. Within the setup of your Automated Action on the Schedule tab you will see a toggle setting called, “Send In…