Journey Automation
Create automated communication flows for essential donor outreach
28 articles
Get Started with Journey Automation
New to Journey Automation? Start here.
About Journey AutomationBloomerang CRM
Quickstart: Automate Donation Acknowledgements
Plan Your Automations
Use a planning list and customizable templates for ideas.
Plan Your AutomationsBloomerang CRM
Top 10 Journey Automation TemplatesAutomate donor lifecycle journeys for your prospects and donors
GivingTuesday Journey Automation TemplateAutomate GivingTuesday journeys for your constituents
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