What to review before you start
Write exit conditions as carefully as the opening message. A gift, an opt-out, an unresolved question, or a duplicate event can change what should happen next. Test a small set of example contacts before expanding the audience.
- Define the entry event, intended audience, and next action.
- Map delays, reply handling, and conditions that stop the journey.
- Test a completed gift, a reply, and an opt-out before broader use.
Common questions
Which donor workflows are suitable for automation?
Start with repeatable, low-complexity follow-ups such as welcome messages or event reminders. Keep sensitive donor questions and unusual cases with a person.
What should a campaign automation test include?
Include a normal completion, duplicate entry, changed contact data, a reply, and an opt-out. Confirm what the team sees when a step cannot complete.