Peer-to-peer fundraising can be quite
lucrative and powerful, but it takes human effort to sustain. This workflow’s
aim is to remind new fundraisers to share their page and encourage them, thereby cutting down on some of that human effort. To create a new workflow,
navigate to Tools>Workflows and then click New Workflow. The Trigger is the
date, event, or condition that activates the workflow. Events could occur in the
CRM at any time: an account being created, a donation coming in, or something like
that. A date is either a fixed date in time or a relative date associated with
something else: an event start date or a campaign end date. We’ll return to
conditional triggers in a bit. In this case, we’d like this workflow to be
triggered whenever a fundraising page is created, which is an event. Then we could
narrow the targets with this step, but we actually want all new fundraisers to be
added to the sequence, so we’ll leave it on “All.” If we wanted to only send these
emails or contact fundraisers for one particular campaign, we could use this to
isolate that. Next up, the actions. The actions are taken by the CRM in response
to the trigger. More than one action can be stacked up to create a sequence. In
this case, the first thing we want to happen is to send an email to the fundraiser saying thank you for signing up. So we’ll start by sending an external email
which would go to the constituent. An internal email would go to a System User. Here’s our first email. Click Add Action
to bring it in and then we’ll add another action. We don’t want to spam
them with multiple emails immediately, so we’ll add a time delay. I want them to
receive another email from us maybe three days after the first one. Now, with
that, I can add the next email in the sequence. This is our second email in
this series. We could keep going, adding even more actions, but for now I’ll name
the workflow and save it. Now that you’ve created your workflow, how do you know
it’s going to behave as expected? Test it out! Before publishing a workflow, I
recommend testing it with a test account: one that you’ve made, maybe, for yourself
or someone who just isn’t a constituent, While we’ve set up this workflow to
involve several days in between emails and also to only be triggered when a
particular event occurs, by testing the workflow, we’re overriding those things
to simulate it now. Now check your email and see if those emails came through as
expected and they look the way you want them to. Make any changes that you need and
then activate the workflow.