Moves Management
BetterUnite Fundraising Workflow Automation is stewardship that runs itself. Workflows trigger on a donation created, refunded, deleted, or hitting a charge issue, on journey stage entry, or on list membership, then send emails, texts, and staff tasks, apply tags and owners, and generate donor statements and Word-merge letters as steps. Branching, waits, retries, a nonprofit template library, and versioning that never interrupts a donor mid-flow.
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Not generic marketing automation: triggers fire on donation events, journey stages, contact changes, and list membership, and dynamic lists enroll and un-enroll contacts as their data changes.
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Email, SMS, staff tasks, tags, owners, lists, and journey moves, plus Generate Statement and Generate Word-merge Letter as workflow steps. No generic tool prints donor letters.
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Apply Filter conditions with All or Any logic, configurable behavior when conditions are not met, retries up to 30 days, and per-step failure handling.
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A system template library for the moments that matter, plus clone, export, import, and your own saved templates.
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Draft and publish versioning where in-flight contacts finish their version uninterrupted, with KPIs per workflow and a step-by-step history per contact.
Yes. Workflows trigger the moment a donation is created (or refunded, deleted, or hits a charge issue) and can send a personalized email or SMS immediately, then continue with waits, branches, and follow-up steps, with no staff action required.
Steps include SMS, staff tasks with assignees and due dates, tags, owner assignment, list management, moving contacts through journey stages, chaining into other workflows, and generating donor statements or Word-merge letters saved to the contact record.
Yes. Apply Filter steps match All/Any conditions on contact and giving fields, with configurable behavior when conditions aren't met (end, continue, or branch) and retry windows up to 30 days for slow-moving donors.
Yes. A nonprofit-specific library covers first-gift acquisition, conversion to recurring giving, mid-level and major donor moves, lapsed reactivation, and event-based campaigns. You can also clone, export, import, and save your own workflows as templates.
Version protection: contacts enrolled in a previous published version finish that version uninterrupted, while new enrollees get the updated flow. Every contact's Automations tab shows the exact step-by-step run they received.
Yes. With the DonorSearch integration, workflows can trigger on wealth-profile updates with score or capacity thresholds (for example, composite score crosses 60, so tag as major-gift prospect and assign an owner).
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