Journeys

In this video, we walk through how to create automated Journeys in WeGive — a tool for setting up targeted donor communications based on actions and rules. She demonstrates how to create entry rules (like when a donor gives for the first time), add conditional logic using “if/else” statements, and set delays or triggers based on donor behavior.

You’ll see examples of adding actions such as sending emails or texts, tagging donors in impact cards and stories, and managing communication lists. We also explain how to configure exit rules, define message schedules, and activate a journey once it’s ready. By the end, you’ll understand how to automate personalized donor engagement flows from start to finish.

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