Customizing an Automation from a Sample Automation Draft

When beginning to start setting up Automations in DonorDock, we offer six sample Automation drafts that will automatically be available on your organization account.

These six sample drafts cover the following scenarios:

• Major Gift

• First Gift is Created

• Volunteer Hours Activity Created

• Volunteer Signup

• 2nd Gift Created

• First Recurring Donation created

To Access a Sample draft Automation

1. Navigate to the Settings menu (grid icon top right) and select Automations

2. Once on the Automation inbox, click the tab at the top labeled Drafts to view draft automation

3. Click on the Automation name to enter the sample Automation

4. Edits may be made directly to the Automation, or you may click the copy icon at the top of the Automation to make a Copy of the Sample Automation for editing

5. Clicking on the Trigger or any Step will open that section of the Automation up for editing