#7 Set Up Donor Birthday & Anniversary Automations
- James Thorne |
- 40 steps |
- 2 minutes
1
Log into your ActiveCampaign account.
We now want to make sure you have some custom fields set up to track Birthdays and Anniversaries.
This information will be autogenerated from the forms you can set up by sending out the email for the Donor Questionnaire Email in Step #3.
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2
Click the "Contacts" icon.
3
Click "Fields".
4
Click "Add Field".
5
Click the "Field name" field.
6
Type "Birthday".
7
Click "Text Input"
8
Select "Date".
9
Click "Add".
10
Click "Add Field".
11
Click the "Field name" field.
12
Type "Anniversary".
13
Click "Text Input".
14
Select "Date".
15
Click "Add".
16
Click the "Automations" icon.
17
Click "Create an automation".
18
Click "Import an automation".
19
Click the "Enter your automation URL here" field.
