The difference between a name and a supporter
Someone signs your petition. Without follow-up, they’re just a name on a list. With the right sequence, they become a donor, volunteer, or advocate.
Common sequences
Welcome sequence
New signup? Introduce yourself over a few days. Thank you → Your story → First ask → Deeper involvement.
Donation follow-up
Build the relationship after giving. Receipt → Impact update → Behind the scenes → Recurring ask.
Event attendee
Keep them engaged after they show up. Thank you → Key takeaways → Ways to help → Next event.
Volunteer onboarding
Get new volunteers active. Welcome → Training → First shift → Thank you and feedback.
Re-engagement
Bring quiet supporters back. We miss you → Recent wins → Easy ask → Final check-in.
Lapsed donor
Reconnect with past givers. Update on impact → What’s new → Invitation to give again.
Building sequences
Visual builder
Drag and drop to create sequences. No coding required. See the entire sequence at a glance.
Triggers
Start sequences based on:
- Form submissions
- Event registrations
- Donations
- Tag additions
- Time-based (anniversaries, lapsed periods)
- Manual enrollment
Actions
Each step can:
- Send an email
- Send an SMS
- Add a tag
- Update a field
- Notify a team member
- Wait for a time period
- Branch based on conditions
Conditions
Create branching paths. If they opened the last email, send this. If they donated, skip the ask. If they’re in a specific segment, customize the message.
Smart timing
Delays
Wait hours, days, or weeks between steps. Match the natural rhythm of relationship building.
Send windows
Only send during appropriate hours. No 3am emails.
Timezone awareness
Respect your supporters’ local time, wherever they are.
Measuring success
Sequence analytics
See how each sequence performs:
- How many people enter
- Drop-off at each step
- Conversion to goal actions
- Time to completion
A/B testing
Test subject lines, send times, content variations, and sequence length. Find what works for your audience.
Getting started
Choose a sequence
Start with welcome sequence or donation follow-up—the highest impact sequences.
Write your messages
Keep them personal and valuable. Every email should give something, not just ask.
Set your timing
Don't rush, don't drag. Give people time to engage between messages.
Activate and monitor
Watch the results. Adjust timing and content based on what you learn.
The best campaigns don’t just collect contacts. They build relationships. Sequences make that scalable.