In this example, we want a Task assigned to ourselves each time a failed Transaction occurs
Transactions can fail for any number of reasons: a donor’s card might have expired, or they could have entered their information incorrectly. In either case, a donor wanted to donate but was unable to do so. A member of your team should follow up with the donor to make sure that you receive their intended donation.
Let’s start with automation settings.
The remaining settings will allow us to automate a few workflow processes.
And that’s it! After saving this automation, when a failed Transaction occurs, you’ll be assigned Task to follow up.
Alright—now it’s time to build the automation rules. You just need two filters.
After saving this automation, new Transactions at or above $1000 will create a task AND the donor will be reassigned to the proper teammate.
A Subscription birthday happens when a monthly donor gives their 12th recurring donation—which means they’ve been a monthly donor for a full year. This is a great touchpoint to thank the donor for their commitment to your mission and maaaaybe even ask them to increase their recurring gift.
Please note: This example assumes that all of your recurring donors are giving at a monthly frequency—which is most common. If you have recurring donors giving weekly, quarterly, or yearly, you’ll need a different strategy.
Now, set up the automation rules.
After saving this automation, you’ll see a new Task whenever it’s time to say Happy Birthday to a donor’s recurring Subscription.