Automations
Automations are a powerful feature that can help make workflows more efficient.
Automations let you build powerful, multi-step workflows that run automatically when something happens — a donation comes in, someone RSVPs to an event, a new signup lands in your account. Instead of manually tagging, texting, and assigning people one by one, automations handle it for you.
Here are a few examples of what you can do:
Route new signups to organizers. When someone signs up through EveryAction, tag them based on the signup page, assign them to the right team member, and kick off an introductory personalized text sequence with built-in delays.
Welcome new donors instantly. When someone donates via ActBlue, automatically send them a personalized thank-you text, tag them as a donor, and assign them to an organizer for follow-up.
Onboard event RSVPs. When someone RSVPs on Mobilize, send them a personalized confirmation text with event details, wait until the day before the event, then send a reminder message.
Escalate high-value actions. When a donation over $100 comes in, create a card on a "High-Value Donors" pathway, assign the person to a senior donor organizer, and send a personal outreach text after a short delay.
Creating an Automation
Here's how to create an automation:
Navigate to Settings, and then click on Automations.
Click the Add button.
Choose a Trigger, which is the event that will begin an automation. Triggers can be from tools you've integrated in your account (like a donation from ActBlue or an RSVP on Mobilize), though some triggers (like "Stage Transition") are based purely on things happening within Daisychain.
Navigate to Settings, and then click on Automations.
Click the Add button.
Some Notes on Triggers
The external triggers that are available on your account will depend on which tools have been setup as Integrations in your Daisychain account.
You can select "Manually Triggered", which means you'll be able to manually trigger this automation on a per-person basis by clicking the small lightning icon in a Person's record.
Automations run on all actions by default, but after you choose a trigger you can add a filter to only run the automation when it matches certain specified conditions -- such as signups on specific pages, or donations over certain dollar amounts. Filtering your triggers requires using using the JMESPath language. Please reach out to support if you have questions about how to use this feature or need help writing JMESPath code to filter your triggers.
Once you've chosen a Trigger, select your first Step for your automation. Current Daisychain automation steps include:
Add a Tag, which lets you add a tag to a Person. (You can create multiple "Add a Tag" steps if you need to apply multiple tags).
Create a Card, which lets you easily add a new Card to a Pathway and set the Stage and Assignment.
Delay, which is useful for pausing an automation (for minutes, hours, days -- or until a specific day or time) before proceeding to the next step.
Send a Message, which makes it easy to send text messages which you have the option to personalize.
Assign Person to User, which makes it easy to assign a Person to a User or randomly selected member of a given Team.
Invite to Event, which is only available for use if you've integrated Mobilize to your Daisychain account.
Mobilize Attendance, which is only available for use if you've integrated Mobilize into your Daisychain account and reached out to the Mobilize team to activate this feature (More info here)
Send an Email, which is only available after you have configured email.
You can add as many Steps as you'd like to an automation.
You can also Edit an automation after you've created it if you need to modify, add, or remove steps.
Re-ordering Steps
If you need to change the order of steps in your automation, you can easily re-arrange them. Hover over any step to reveal the re-order icon (the up/down arrows). Click it to see Move up and Move down options, then select the direction you want to move the step. This makes it easy to insert a new step and then shuffle it into the right position, or rearrange an existing automation without having to delete and re-create steps.
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