Automations

Automations Overview

Solidarity Tech's Automations feature allows organizers to create dynamic, multi-step workflows that streamline supporter engagement. By automating repetitive processes, organizations can save time, nurture relationships effectively, and ensure consistent outreach across their entire community. Automations include actions, decisions, and delays that are triggered by supporter activities, ensuring every communication is timely, targeted, and impactful.

Key Benefits

• Efficiency & Scalability: Automate repetitive tasks like welcome emails, follow-ups, and reminders, freeing up organizers to focus on strategic work.

• Personalization at Scale: Automations adapt based on each supporter's behavior. With multilingual support, communications are sent in supporters' preferred languages.

• Multi-Channel Engagement: Engage supporters through email, SMS, and follow-up tasks - delivering the right message at the right time.

• Analytics & A/B Testing: Track performance at every step. See how many people engage, progress through the workflow, and achieve your goal. Test message variations to optimize results.

Triggers

Triggers determine when someone enters an automation. You can combine multiple triggers in a single workflow.

Common Triggers

Additional triggers are available in the product, including email engagement triggers, link clicks, and more.

Multiple Triggers

Automations support multiple triggers per workflow. Instead of building separate automations for each entry point, combine different triggers into one workflow.

Example: A volunteer recruitment automation could trigger from both "completed training form" AND "attended orientation event," ensuring no potential volunteer falls through the cracks.

Important: Automations Run Once Per Person

⚠️

Automations only run once per person. After someone completes or exits an automation, they won't re-enter it even if they trigger it again.

This is by design - it prevents people from receiving the same welcome series twice or getting spammed by repetitive messages.

What if you need to re-run someone through an automation?

• Go to their person profile → Automations tab
• Find the automation and click "Reset" to allow them to re-enter

What if someone doesn't meet any conditions?

• If they go down the "NO" branch of a conditional and there are no further actions on that branch, they exit the automation automatically.

Message Content Filtering

For automations triggered by incoming text messages, you can create conditional logic based on message content.

Filter Options:

• Contains Text: Check if the message includes specific keywords (supports regex)
• Exact Match: Match the complete message precisely

Example: Supporters text "Canvas Brooklyn Saturday" or "Phonebank Manhattan Tuesday." The automation detects the activity type and location, then automatically registers them for the appropriate event.

Actions

Actions are what happens after a trigger fires. See Automation Actions for the full list, including:

• Send Email
• Send Text
• Add Tasks
• Assign Agent
• RSVP to Events
• Update Tags
• Update Custom Properties
• Webhooks

Goals

Goals define when an automation should stop for a person. Once the goal is achieved, that person exits the workflow.

Available goals include:

• Sends us a text
• Submits a form
• Attends an event
• RSVPs to an event
• Has a call with us
• Makes a donation
• Schedules a call

See Goals & Communication Settings for more details.

Building Effective Automations

1. Start simple: Begin with one trigger and a few actions, then expand
2. Use delays wisely: Space out messages to avoid overwhelming supporters
3. Set clear goals: Define what success looks like so automations stop appropriately
4. Test before launching: Use the preview feature to verify your workflow
5. Monitor analytics: Track performance and iterate based on results