Introduction
CharityEngine provides an easy way for you and those in your organization to craft activities associated with your contacts and constituents. Creating an activity not only creates a record but also a reminder and record of the points of time in which you are interacting with your donors. CharityEngine makes it easy to create, manage and automate activities - allow you and your team to ensure strategic activities are planned, scheduled and executed.
Instructions - Creating New Activity Records
Step 1: Navigate to the Contact App > Activities > Activities > Create New to create a new activity from this screen.
Instructions - Managing Existing Activity Records
Step 1: Navigate to the Contacts App > Activities > Activities.
Step 2: The Activities screen will look like the sample screen below. Use the basic filters to find an activity you are looking for.
Step 3: In the top right corner is a list of options.
Step 4: Use the Advanced Filter to search more specifically.
Instructions - Creating Activity Automation
Step 1: Navigate to the Automation & Workflows App > General > Queries > Create New > Create a query in which an activity should be created
Ex: Transactions Query for transactions made this week over $100
Step 2: Navigate to the Automation & Workflows App > Triggers > Create New > Type: Create Activity > Next > Data Source: query as created in step 2 > Start Date > End Date > Participating Contact: select assigned activity contact name
FAQs & Additional Reading
