#4 - Set Up Giver Path + Initial Communication | Scribe

    #4 - Set Up Giver Path + Initial Communication

    • James Thorne |
    • 64 steps |
    • 4 minutes
    1
    Log into your ActiveCampaign account.
    2
    Click "Automations".
    3
    Click "Create an automation".
    4
    Click "Import an automation".
    5
    Click the "Enter your automation URL here" field.
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    6
    Paste this link: <https://tplshare.com/Ym5lK1h>
    7
    Click "Import".
    8
    Click the "Get Started" button.
    9
    Click the "(Select a condition)" field.
    10
    Select "Custom Contact Fields".
    11
    Select "Last Donation Amount".
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    Knowing and separating communication for a Major Donor is essential. The amount of money a nonprofit considers Major is different across the board. You must decide what that number is and put it in the next step. You can always come back and tweak it.
    12
    Make this field the amount that your nonprofit wants to use as a "Major Donor".
    13
    Click "Next".
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    This next step should be based on whether the donation is recurring/monthly or a one-time gift. If you are using Zeffy please follow steps 14 - 21. If you are using Pledge please follow steps 22 - 37.
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    The following steps are if you are using Zeffy, if you are using Pledge skip to step 22.
    14
    Click the "(Select a condition)" field.
    15
    Select "Custom Contact Fields".
    16
    Select "Monthly".