Overview Step Automations let you attach time-based or event-based automations to an individual sequence step. When a user reaches that step, the automation watches their progress and, when its condition is met, runs one or more actions ...
Overview Sequence automations are what happens the moment a profile is marked as finished for a sequence. They connect the end of one process to the start of the next, so people move forward without an administrator doing it by hand. They are not the ...
Overview A volunteer onboarding sequence helps you track each volunteer’s progress through various steps, from start to finish. While you can see a volunteer’s progress in the Sequences module or an individual’s profile, leveraging auto-assign ...
When building a sequence step, you can choose to auto-assign a profile tag (which you can create in the database) so that when a volunteer moves from step to another, you will be able to see what they've done in their sequence from the database. ...