Subscribe to a flow

Tip: Enabling flows will help you get the most out of GivFlow. They automatically put your data to work so you spend less time looking at dashboards and more time looking at outcomes.

Each card on Flows that shows Not set up is a template. Setting it up creates an instance. Journey flows are set up per budget, so set the flow up again for another budget. Gift recovery flows are church-wide, one per church. Cards that show Coming soon (such as on the Pledges tab) can't be set up yet. Cancel leaves nothing changed.

Why set up the same flow for different budgets?

A new donor to the general budget should get a different message than someone who gave to a pledge campaign budget.

Review the emails on Edit Steps before you enable an instance. Paused means it is not emailing anyone.

Subscribe

  1. In the left sidebar, click Flows.
  2. Click the tab that holds the flow: Journey or Gift recovery. On Journey, pick the budget at the top.
  3. On the flow's card, click + Set up flow.

Flows page, Journey tab, with + Set up flow on each card

The modal title is Subscribe to {Flow Name}. Subtitle: We need some information before we can start this automation.

  1. Choose Sender * (required). Pick a signature card, or click + Add new sender signature (opens /settings/email   ).
  2. Set From Email. Help text: We'll send emails for this automation from this address.
  3. Set Reply Email. Help text: Replies from email automations will go to this address.
  4. For a Journey flow, use Select Budget. Help text: This automation can apply to multiple budgets, and language might be different for each. Select the budget to apply this to here.
  5. Click Subscribe to create the instance, or Cancel to leave nothing changed.

Gift recovery flows skip Select Budget. Those are one instance per church.

After you have an instance, its card shows Running or Paused. Click the card, open Edit Steps, and review the emails before you enable it. Instance tabs are Overview, Activity, and Edit Steps. See Review flow emails.

  • What are flows
  • Review flow emails
  • Review flow activity

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