Automation

Learn how build automated workflows and put Virtuous to work for you

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12 articles in this collection
Written by Scott Richards

What Are Workflows?

Understanding the structure of Virtuous Automation
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Written by Scott Richards
Updated over a week ago

How Do I Create an Automation Workflow?

Build powerful automations from scratch
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Delay

The waiting shouldn't be the hardest part
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Virtuous Email

Communicate with your donors at the right time, every time
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Follow

Stay up to date on the latest from your key supporters
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Tag

Let Virtuous Automation manage Tags so you don't have to
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Task

Make sure your team connects personally with givers at the right time
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Organization Group

Put Automation to work maintaining your donor pipeline
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Custom Field

Automatically populate field values and keep your data up to date
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Contact Note

Capture activity with a date stamp by automatically adding Contact Notes
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Written by Scott Richards
Updated over a week ago

Workflow Actions - Email List

Automatically add Individuals to email lists based on their activities and interests
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Written by Scott Richards
Updated over a week ago

How Do I Test and Run my Workflow?

Get your workflow up and running smoothly
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Written by Scott Richards
Updated over a week ago