Tagging automations
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Anne Sutton
it makes me so sad that all the updates we have asked for for along time are now on the paid version of your platform :(
Elaine Makikalli
complete
This feature is complete! 🎉 You can now automate tagging as a part of our new Givebutter Plus feature, Workflows, helping you manage repetitive tasks and schedule personalized communications at scale, ensuring no donor falls through the cracks.
Features:
- Start from scratch or use existing templates
- Add tags and tasks to track your biggest supporters
- Automatically send emails and texts
- Create drip campaigns, such as first-time donor and recurring donor series
- Monitor triggers, messages, and performance
For full instructions, check out this Help Center article: https://help.givebutter.com/en/articles/9741607-how-to-manage-automations-with-workflows
Note:
This feature is only available to Givebutter Plus users.✨ On September 25, 2024, we introduced Givebutter Plus, starting at just $29/month, offering enhanced tools and features. Enroll in our 30-day FREE trial to discover how this can boost your fundraising potential: https://givebutter.com/signup/plus-trial
Elaine Makikalli
Hi everyone! This, along with many other highly requested features, has been in our pipeline!
Givebutter has been hard at work cooking up a whole set of exciting new features, and we’re inviting you to be part of the first group to experience them at our live event: The Spread.
🎉
Join us live for a landmark Givebutter launch on September 25th!
Be part of this exclusive event and witness firsthand how these tools can transform your impact.
Register now:
https://givebutter.com/the-spreadR
Ray Crespo
Yes!
N
Nick Fey
We have a membership application form set up as a campaign separate from our donation forms. For anyone signing up as a member and paying their membership fee it would be great to have them automatically tagged as members rather than us having to manually tag anyone who signs up.
Liran Cohen
planned
Sunny Ellis
Merged in a post:
Automatically group or tag donors based on certain criteria
A
Allegra Gaines
Add the capability to group or tag donors if certain criteria are reached.
For example, when someone donates $100 within a certain date range they are now called "props sponsors" or anyone between $250-$500 in a certain time period is now called "Costume Sponsors".
C
Coni Meyers, LMC, CBLC, CDC
Would be very helpful!
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Brooke Wojdynski
Thank you for this Tori! Yes, I really want the ability to have a custom question with Boolean logic (yes/no) that if the person selects yes, we can add a tag to their account. And if they say no, we can add no tag or a different tag. This will be massively supportive.
Moreover, I’d love to add tags I create that say “major donor” if someone donates over $200 (or whatever I choose).
By adding tags to these types of interactions, I can use the tags in zapier conditions, which would be GAME CHANGING. If I can have a “if transaction/user has X tag THEN send them this email, or push them into a phone call thank you task in asana, or send them a letter through Handwrytten etc. It would dramatically improve our workflows.
My primary preference is the ability to add tags to a custom question yes/no answer. Our entire world opens from there and nurturing engagement based on our custom question becomes exponentially easier.
Anne Wesson
It would be great to have the system automatically tag auction bidders and auction winners with those tags so that they would receive any pre-written communications without the need to be manually tagged. Once the event starts, none of our staff has time to add the tag to each new bidder, which means they miss out on these communications, such as "One hour left!" or messages focusing on specific items to drive up bids.
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