One-Click Workflows
Category:
All
Status:
All
Fundraising
Welcome a new donor to your organization and mission with a tailored email welcome series. This series does not include the initial donation receipt, which can be sent automatically using Neon CRM's System Emails.
Membership
Welcome a new member to your organization and mission with a tailored email welcome series. This series does not include the initial membership registration receipt, which can be sent automatically using Neon CRM's System Emails.
Membership
If a member has received Membership Due and Overdue System Emails but is still lapsed, start a workflow that includes email outreach and staff follow-up to recapture the member. Email content and staff assignment can be customized.
Volunteer
When a new volunteer application is submitted to Neon CRM, start a workflow for staff application review, email follow-up to the volunteer, and add a "Volunteer" type to the account. Email content and staff assignment can be customized.
If a recurring donor's credit card will expire before their next donation is charged, send a reminder that includes a link for them to update card information. Email content can be customized.
If a member's credit card will expire before their membership auto-renews, send a reminder that includes a link for them to update card information. Email content can be customized.
When a recurring donation schedule changes to Inactive, notify a staff member via email and create an activity on the donor's account in case you'd like to follow up. Email and activity content can be customized.
When a membership's auto-renew is disabled, notify a staff member via email and create an activity on the member's account in case you'd like to follow up. Email and activity content can be customized.
Fundraising
Welcome a new, one-time donor to your organization via this email series, which ultimately asks them to consider becoming a monthly donor. This series does not include the initial donation receipt, which can be sent automatically using Neon CRM's System Emails. You must enter information under Global Settings > Organization Branding > Organization Tokens before you can enable this workflow.