Workflow Automation

Automated marketing workflows. Streamlined tasks and communications.

Use automated workflows for repetitive tasks and communications, so that more of your time can be spent on driving strategy. With Workflow Automation on EveryAction, you can easily leverage your data into action with personalized communications.

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Sophisticated Engagement Workflows

Use automation to streamline tasks and save time, allowing you to raise more money and drive more action.

Welcome New Supporters

Automatically enroll new supporters or donors into a branched email series based on various criteria or actions taken. Use a ‘Wait’ element to spread out email sends.

Re-Engage Subscribers

You have supporters who haven’t taken any action in a while, enroll them in a workflow to send them the right messages, at the right time.

Convert Supporters into Donors

Build a sophisticated workflow to continue nudging supporters over time to become lasting donors to your organization.

Re-capture Lapsed Sustainers

Create workflows to keep sustaining donors active with their contributions, maintaining the most critical part of your fundraising operation.

Marketing Automation

Customizable, Branched Options

Easy-to-build workflows rely on supporter characteristics or actions to trigger automated emails & more.

Fully Customizable

Start a new workflow from scratch, duplicate an existing workflow, or use pre- built templates for common workflows like welcome series, re-engagement series, and lapsed sustainers.

Advanced Marketing Opportunities

Monitor and track influential supporters with advanced social matching, social share tracking, and meaningful integrations with hundreds of social networks.

Intuitive Visual Workflow Builder

What you see is what you get. Building workflows is simple, intuitive, and can be done in minutes. If/then branching options allow for endless possibilities.

Easy Real-Time Analysis

From the Automation dashboard, receive a simple, real-time look at which workflows are active, and how many contacts are enrolled in each.

Marketing Automation