Potential Volunteer Follow-up Series

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Individuals expect to hear back when they reach out to volunteer. Use this automation to thank potential volunteers and capture their areas of interest.

Entry Event

Joined Category

Automation Goal

Communicate with individuals who express interest in volunteering

How it works:

  1. The potential volunteer joins a category and is added to the automation.
  2. The first email is sent to thank the potential volunteer for their interest and capture their areas of interest.
  3. The potential volunteer waits in a pause step for 3 days (or whatever time frame you decide).
  4. Evaluate Interests Submitted Date to determine if the potential volunteer provided their areas of interest.  If yes, Stop.
  5. The second email is sent to remind the potential volunteer to submit their areas of interest.
  6. The potential volunteer waits in a pause step for 3 days (or whatever time frame you decide).
  7. Evaluate Interests Submitted Date to determine if the potential volunteer provided their areas of interest.  If yes, Stop.
  8. The third and final email is sent to remind the potential volunteer to submit their areas of interest.
  9. Evaluate Interests Submitted Date to determine if the potential volunteer provided their areas of interest.  If yes, Stop
  10. Remove the potential volunteer from the category for lack of interest/response.
  11. The potential volunteer waits in a Stop step

Prerequisites:

  • 3 Automated API email designs
  • A date-based custom field that identifies the Interests Submitted Date
  • A Category named Potential Volunteers (or whatever name you decide)
  • Determine how you plan to add contacts to the category.  Some options are:
    • Set up your Delivra subscribe form with a hidden category 
    • Import contacts into a category 
    • Assign the category when connecting other products/tools using Zapier

Get Started:

  1. Create a Potential Volunteers category in your account.
  2. Use this template to build the automation in your account.
  3. Design an Automated API email for each Send Email step.
  4. Update the Pause step if you want to use a different time frame between each email that is sent.

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your potential volunteers.
  3. Collect your potential volunteers in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.

Ready to get started?

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