Workflows

For most growing nonprofit organizations when it comes to daily execution, it seems that one common theme is true: there is too much to do in too little time!  It’s common for organizations that are scaling to do things manually only because they don’t have the automation to have tasks done well…automatically.  What if you could build a better system; a system that automatically enrolled your new contacts into your database and a system that would follow up with your contacts with a personalized, unique message based upon the parameters that you set and the automation schedule that you design?

If this sounds too good to be true, you haven’t heard about the Workflows feature in HubSpot.  Workflows is marketing automation technology that can make tasks simpler and easier and help you deliver content to your contacts and donors at the right time.

Based on certain “triggers,” Workflows can fire off and those Workflows can be anything from sending automated outbound contact emails to alerting internal staff via text or app push notification that a Workflow just started.  For example, if you are hosting a nonprofit fundraising gala and you want to auto-send a personalized email to the gala attendee the system will take care of that AND it’ll send a text to the gala organizer to let them know that someone just signed up!

Automated Workflows can be built for just about anything; a contact signing up for a newsletter, a contact answering a form question with a certain selectable option, or even based upon certain self-selected content on your website.

It’s easy to set up a Workflow, you simply click to select the path that you want each Workflow to take (per below).  Talk to our CauseDriven Marketing team about how we can help save you time and increase automation at your organization.

Learn More

  • Workflows is marketing automation technology that can make tasks simpler and easier and help you deliver content to your contacts and donors at the right time
  • Design a Workflows system that automatically enrolls your new contacts into your database and a system follows up with your contacts with a personalized, unique message based upon the parameters that you set and the automation schedule that you design
  • Automated Workflows can be built for just about anything; a contact signing up for a newsletter, a contact answering a form question with a certain selectable option, or even based upon certain self-selected content on your website