#5 - Set Up Automation - Donor Hasn't Given in X Time
James Thorne |
25 steps |
2 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.
6
Paste this link: <https://tplshare.com/yxnodWo>
7
Click "Import".
8
Click "Get Started".
9
Click "Select field".
10
Select "Last Donation Date".
11
Click "Select timezone".
12
Select "Contact's Timezone".
13
Click "Next".
14
Add in the same email you have been using in past tasks from step #4.
15
Click "Next".
16
Click "Date is 3 months after contact's Last Donation Date".
You will now want to decide how long you want the time to be for a lapsed donor. At what point do you want to be notified that someone hasn't given in a certain amount of time?
17
Click this text field that has 3 months:
18
Type the number of months you would like to wait to be notified.