Automation Actions

Automations are built using a variety of actions that can be combined to create customized workflows tailored to your organization's needs. Below is a list of available actions, along with descriptions and use cases for each.

Send Email

Automatically send personalized emails to supporters at specific points in your automation workflow. Emails can be customized with templates and dynamic fields to ensure each message is relevant and engaging.

Use Case: After a supporter signs up on your website, you can send them a welcome email introducing your organization and suggesting next steps they can take to get involved.

Send Text

Send SMS messages directly to supporters' mobile phones. Text messages can be personalized and scheduled to ensure timely and effective communication.

Use Case: Send event reminders via text message to supporters who have RSVP'd, ensuring they have all the details they need to attend.

Add Tasks

Create tasks for team members to follow up with supporters. Tasks help your team stay organized and ensure that important follow-up actions are not missed.

Use Case: After a supporter makes a significant donation, automatically create a task for a team member to call and personally thank them.

Assign Agent

Assign a supporter to a specific agent or team member who will be responsible for managing the relationship. This helps personalize communication and ensures continuity.

Use Case: When a supporter expresses interest in volunteering, assign them to a volunteer coordinator who can guide them through the onboarding process.

RSVP to Events

Automatically register supporters for events based on your selection criteria. This powerful action offers multiple assignment methods and safety features to ensure optimal event attendance while preventing conflicts.

Selection Methods:

• Random Split: Randomly assign supporters across multiple selected events for balanced distribution
• Nearest to Home: Use supporter addresses to assign them to the closest event location (fallback to random if no address)
• Fewest RSVPs: Balance attendance by assigning to events with the lowest current registration (tie-break with nearest/random)
• RSVP to All: Register supporters for every selected event

Safety Features:

• Don't Double-Book (default ON): Skip assignment if supporter has conflicting time slots
• Skip if at Capacity (default ON): Don't assign supporters to events that are already full

Use Case: When supporters complete a training program, automatically RSVP them to upcoming chapter meetings in their area using the "Nearest to Home" method, ensuring they stay engaged locally while preventing scheduling conflicts.

Update Tags

Add or remove tags from a supporter's profile to segment your audience and tailor your communications. Tags help you organize supporters based on their interests, actions, or status.

Use Case: Automatically tag supporters based on their level of engagement, such as "Active Volunteer" or "High-Priority Donor," to personalize follow-ups and future outreach efforts.

Update Custom Property

Update custom properties on a supporter's profile. Custom properties are fields you create to store specific information relevant to your organization.

Use Case: After a supporter completes a training program, update their "Training Completed" custom property to "Yes" so you can track their progress.

Webhook

Trigger a webhook to send data to an external system. Webhooks allow you to integrate Solidarity Tech with other platforms and services, enabling seamless data flow and extended functionality.

Use Case: When a supporter signs up, send their information to a third-party CRM or email marketing platform for further engagement.