Journey Automation
Create automated communication flows for essential donor outreach
28 articles
Get Started with Journey Automation
New to Journey Automation? Start here.
Plan Your Automations
Use a planning list and customizable templates for ideas.
Set Up Journey Automation
Get step-by-by guidance for each entry source.
- Celebrate Constituent BirthdaysAutomate birthday celebrations in Bloomerang CRM
- Celebrate Donor AnniversariesAutomate donorversary celebrations in Bloomerang CRM
- Acknowledge First-Ever Donations (Send a Welcome Series)Transform new donors into loyal supporters with a welcome series in Bloomerang CRM.
- Acknowledge Initial Payments for Recurring DonationsAutomate acknowledgements for the first payment on a recurring schedule in Bloomerang CRM
- Acknowledge Next DonationsAutomate acknowledgements for repeat donations in Bloomerang CRM
- Acknowledge Initial Payments for MembershipsAutomate membership acknowledgements and outreach in Bloomerang CRM
- Create Multi-Step Campaigns and Appeals for Constituent GroupsAutomate outreach to groups in Bloomerang CRM
- Create Cultivation Journeys for Prospective DonorsAutomate how you cultivate your prospects
Manage Journey Automation
Get step-by-step guidance for how to manage automations.
- Create and Publish AutomationsBloomerang CRM
- Manage Journey AutomationsManage automations that you create in Bloomerang CRM
- Set or Edit the Automation Priority
- Remove Constituents from Automations
- View Automation Analytics
- View, Manage, and Report on Automation EmailsBloomerang CRM
- Send Test Emails from AutomationsTest the emails you plan to send from Journey Automation
- Copy AutomationsBloomerang CRM
- Archive AutomationsBloomerang CRM
- Delete Draft Automations
- Pause Automations, Edit Paused Automations, and Republish Paused Automations
Learn How Journey Automation Works
Get the technical details about how automations work.
- About Entry Sources in AutomationsLearn about journey automation entry sources, how they work, and what types are available in Bloomerang CRM
- How Constituents Enter, Complete, Exit, or Re-Enter AutomationsBloomerang CRM
- About Automation Priority
- About the 24-Hour Hold for Journey AutomationLearn how the 24-hour hold functions for journey automation entries in Bloomerang CRM, and which donations qualify