Customize your Momentum experience for your organization.

Momentum's automations streamline the process of engaging with donors by triggering communications based on specific criteria.

Setting Up Automations

Creating automations is straightforward:

  1. Click on 'Automations' section the Momentum Workspace to access the automations management area.

  2. Use 'Add new automation' to create a automation or select an existing automation to edit.

  3. Define the criteria for the automation, such as the donor tier and the condition that triggers the automation, like 'No contact for 29 days'.

  4. Assign a prompt or select a template that will be used to create a recommendation when the automation is triggered.

Set up automations to ensure that nobody slips through the cracks

Customizing Automation Triggers

Each automation consists of:

  • Who: The donor tier or specific donor segments the automation applies to.

  • Trigger: The event or condition that will activate the automation, such as a birthday or a giving anniversary.

  • Prompt: The guidance provided to the AI to generate a draft for communication when the automation is triggered. You may also link directly to a specific template from your library.

Any of the automations can be modified to fully customize your Momentum recommendations

Managing Recommendations from Automations

Once an automation is set, recommendations will automatically appear in your inbox when conditions are met:

  • You can see at a glance which recommendations were generated by automations due to the trigger label, like 'Birthday' or 'No reply to my email after 7 days.'

  • Handle these recommendations just as you would manual ones by drafting messages, logging actions, or bypassing as needed.

Adjust automations as needed to ensure they remain aligned with your engagement strategy and donor response patterns.

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