Marketing Automation
Learn how you can put Virtuous to work for you, automating donor communication and even managing your data and driving internal processes.
Introduction to Marketing Automation
Creating a Workflow
Starting From a Template
Which is Best: Contact or Individual Workflow?
Run Against: All or New?
When to Allow Re-enrollment
Additional Workflow Settings
Anatomy of a Workflow
How well do you understand Workflows?
Workflow Actions - Delay
Workflow Actions - Marketing Email
Workflow Actions - Follow
Workflow Actions - Tag
Workflow Actions - Task
Workflow Actions - Organization Group
Workflow Actions - Custom Field
Workflow Actions - Contact Note
Workflow Actions - Email List
Workflow Actions - Letters on Demand
Workflow Actions - SMS
Workflow Actions - Wealth Data
Create Your Workflow!
Show what you know about Workflow Actions
Running Enrollment
Starting Your Workflow
Workflow Engagement and Results
Modifying an Active Workflow
Practice in the Platform – Automations
Practice in the Platform – Automations, Scenario 1
How well do you know Workflows?
Course Final - Marketing Automation
What's Next?