If you missed the live Training Deep Dive webinar, you can check out the full recording below. In this session, Matt Bailey and Amy Vitulli spend time walking through the basics, as well as showcasing some examples and strategies to help set your automations up for success.
To review the upcoming Live Product Training schedule and register, check out this Support Article.
Session Highlights:
03:14 - 07:53: Welcome and Agenda
07:53 - 13:39: Considerations Before Running Workflows
13:39 - 16:48: Diving into Automations Tool
16:48 - 24:39: Building Out Automations
24:39 - 27:15: Automation and Workflow Considerations
27:15 - 29:12: Assignment of Major Donors
29:12 - 35:06: Queries and Filters for Major Donor Assignment
35:06 - 41:27: Data Cleanup Considerations
41:27 - 48:33: Managing Major Donor Relationships
48:33 - 53:51: Pre-Event Scheduled Email
53:51 - 58:07: Strategizing and Planning Automations