What Are Triggered Messages?
Triggered messages allow you to automate communication based on specific actions taken by your supporters. They help you engage supporters without constant manual effort. Triggered messages are automated communications sent when specific triggers are met, such as a donation being made or an event being registered to.
How to Set Up Default Triggered Messages in WeGive
Step 1: Navigate to Triggers
Go to the Engagement section in WeGive, then click on Triggers.
Step 2: Choose a Trigger
Select a trigger to create a customized message.
Step 3: Create Your Message
Write and personalize your message using dynamic elements such as donor name or amount.
Step 4: Set Audience Rules
If needed, apply the audience filter rules to specify the recipients of your message once the trigger is activated.
Step 5: Test Your Trigger
To ensure your trigger works as intended, send a test message to your personal email or use the preview option to view the message as it would appear to a specific donor. When you preview the message, it will automatically populate with sample data based on the first donation recorded in the system for that particular donor.
Step 6: Activate the Trigger
Once tested, activate the trigger to automate your communications.
For example default email template ideas, click here.
How to Create New Triggered Messages in WeGive
Step 1: Navigate to Messages
Go to the Engagement section in WeGive, then click on Messages.
Step 2: Click Create New Message
Click the blue plus sign to create a new message.
Step 3: Choose Auto-Triggered Message Type
Select Auto-Triggered as the type of message. Then select the method of communication for the triggered response (i.e. regular email, email template, text, handwritten letter, or in platform direct message). 
Step 4: Select the Associated Trigger to Build Your Message
Choose the trigger you would like to associate with your message. For example, whenever a bank transaction is processing, the donor will receive Payment Processing triggered message. 