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
How well do you know Workflows?
Course Final - Marketing Automation
What's Next?