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. Whether managing hundreds or thousands of supporters, Automations allow you to scale effectively while keeping everyone engaged.

• Personalization at Scale: Automations adapt based on each supporter's behavior, ensuring messages are customized to their preferences. With multilingual support, communications are sent in supporters' preferred languages, providing a more personal experience.

• Multi-Channel Engagement: Seamlessly engage supporters through email, SMS, and calls. Automations deliver the right message at the right time on the right platform, maximizing interaction and responsiveness.

• Optimized Messaging & Analytics: Automations support message variations for A/B testing, allowing you to see which messages resonate best. The built-in analytics feature lets you track the performance of every step—seeing how many people engage, how many progress through the workflow, and the number who achieve your goal—enabling data-driven improvements.

• Consistency in Outreach: Automations ensure every supporter receives timely, consistent communication throughout their journey with your organization. This reliability builds trust and helps maintain high engagement levels, leading to stronger supporter relationships.

Multiple Triggers

Automations now support multiple triggers per workflow, allowing you to create comprehensive engagement strategies that capture supporters at various touchpoints. Instead of building separate automations for each entry point, you can combine different triggers—form submissions, event RSVPs, email clicks, profile updates, and more—into a single, powerful workflow.

Benefits:

• Capture supporters through multiple entry points in one automation
• Reduce workflow duplication and management overhead
• Track which specific trigger activated each supporter's journey
• Create more comprehensive engagement funnels

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

Message Content Filtering

For automations triggered by incoming text messages, you can now create conditional logic based on message content. This enables sophisticated response handling and automated routing based on what supporters actually text to your organization.

Filter Options:

• Contains Text: Check if the message includes specific keywords or phrases (supports regular expressions)
• Exact Match: Match the complete message content precisely

Use Cases:

• Location-Based Actions: When members text "Canvas Astoria Wednesday," the automation can detect the location and day, then automatically RSVP them to the next Wednesday canvassing event in Astoria, Queens
• Activity-Specific Routing: Route different activities like "phonebank," "canvas," or "meeting" to their respective event registration workflows
• Dynamic Event Assignment: Parse location and timing information from messages to assign supporters to the most relevant upcoming events in their area

Example: An organization can set up an automation where supporters text activity requests like "Canvas Brooklyn Saturday" or "Phonebank Manhattan Tuesday." The message content filter detects the activity type and location, then automatically registers them for the appropriate event while sending confirmation details.

Solidarity Tech's enhanced Automations enable organizing teams to create increasingly sophisticated engagement strategies. From multi-trigger workflows to intelligent message analysis, Automations ensure that every supporter interaction is captured, understood, and responded to appropriately, maximizing both engagement and organizational efficiency.