Journeys
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      Journeys Guide

      Journeys in WeGive allow you to automate supporter engagement through a series of rules and actions. You can create personalized sequences of communication triggered by supporter activity or supporter attributes. This guide outlines how to use journeys, what features are available, and how to customize them.

      What Are Journeys?

      Journeys are automated workflows designed to engage supporters over time. Each journey is built using:

      • Entry Rules (who enters and when)

      • Actions (what happens)

      • Rules (how to segment or delay actions)

      These flows help streamline donor communication, tailor experiences, and reduce manual outreach.

      Getting Started

      1. Navigate to Journeys
        • Go to Engagement > Journeys in your dashboard.

        • You’ll land on a table showing all journeys (draft, active, or archived).

      2. Table Overview
        • View journey ID, name, status, number of steps, and number of donors entered.

        • Use filters to sort by campaign or journey status.

        • Use the trash icon to archive or the plus (+) icon to create a new journey.

      Creating a New Journey

      1. Basic Setup

      • Name your journey and add an internal description.

      • Define how supporters will enter the journey.

      2. Entry Rules (Triggers or Audience Rules)

      You must choose one or both:

      A. Audience Rule Group

      Choose who qualifies based on supporter data, such as:

      • Donor tags

      • Donation amount

      • Demographics (email, address, phone)

      • Fundraiser activity

      • Date-based criteria (first donation, first seen on WeGive, etc.)

      • Communication lists or journeys they are in

      • Transaction details and checkout data

      B. Event-Based Triggers

      Add donors when specific events occur:

      • Payment success/failure

      • Consent updated

      • Form submitted

      • Peer-to-peer activity

      • Donor profile created

      • Tagging, impact updates, and more

      You can combine both rules for refined targeting (e.g., payment success and first seen after a specific date).

      Building the Journey

      Click the blue plus icon to begin building out the journey steps.

      1. Rules

      • If/Else Logic: Segment supporters based on a condition (e.g., donation amount or designation).

      • Time Delays: Add delays between steps (by days, hours, or a specific date).

      • Trigger Rule Group: Wait until a specific action occurs (e.g., failed payment) before advancing a donor.

      2. Actions

      Each step can perform one of the following:

      • Send Plain Text or Templated Email
        • Choose marketing or transactional (non-unsubscribable).

      • Send a Handwritten Letter
        • AI-written and physically mailed.

      • Send a Text Message

      • Trigger a Webhook
        • POST request with custom headers/body.

      • Unsubscribe a Supporter
        • From a journey, email, or text campaign.

      • Tag in Impact Story or Card
        • Appears on the donor’s portal.

      • Tag a Supporter Internally
        • For segmentation or reporting.

      Sample Journey

      Example Journey Flow for New Donors

      • Trigger: Donor makes their first successful donation

      • Step 1: Send a welcome email with a thank-you message and intro to your mission

      • Step 2: Wait 7 days, then tag them in an impact story on their donor portal

      • Step 3: Wait until the 1st of next month, then tag them in an impact card with personalized stats

      • Step 4: Wait 14 more days, then send a handwritten thank-you letter

      • Step 5: Internally tag them as "New Donor – Engaged"

      Scheduling and Activation

      • Use Edit Schedule (top right) to:

        • Exclude weekends or holidays

        • Respect supporter time zones

        • Set business hours (e.g., 9 AM–5 PM)

      • Save as Draft while building

      • Activate when ready

      • Use the dropdown for archive, duplicate, or edit

      Managing Supporters in a Journey

      • View all donors in a journey and the step they are on

      • Use the history view to see the actions each donor has received

      Analytics & Reporting

      If journey emails or texts include checkout links, performance metrics become available:

      • Session Conversion Rates

      • Message Conversion Rates

      • Revenue and Engagement Graphs

      • Consent Updates and Message Stats (delivered, opened, clicked, errors)

      Tips & Best Practices

      • Start simple, then add complexity with If/Else and time delays.

      • Use tags to group donors and create smart follow-up actions.

      • Avoid overlap: Make sure donors don’t enter multiple similar journeys unless intended.

      • Use marketing type messages if unsubscribing is important. Use transactional for critical confirmations.