Fundraising Command Center Podcast

Click & Pay Suite Email Autoresponder


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This Podcast explores the advanced capabilities of the Click & Pay Suite Autoresponder feature in Salesforce. The discussion focuses on moving beyond standard tax receipts to create hyper-personalized donor journeys.

Key Topics Covered:

  • SKU-Based Triggers: assigning specific email templates to specific items (the "Tiger vs. Horse" use case).
  • Time-Delayed Workflows: setting up automated "surprise and delight" emails 48 hours post-donation (the "Little Susie/Jimmy" use case).
  • Campaign Specifics: tailoring responses for Capital Campaigns and Building Funds.
  • Technical Setup: A high-level look at the Designer, Rules, and Queue logic.
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Fundraising Command Center PodcastBy Click & Pledge