Webinars & Events

You know the follow-up matters. The thank-you that goes out the same day. The check-in after someone's first gift. The gentle nudge to reach back out to a donor who's gone quiet. But when you're wearing five hats before lunch, even your best intentions slip through the cracks.

That's exactly what Automations in DonorDock are built for. Instead of remembering every step, you set the plan once and let DonorDock handle the timing, so the right thing happens for every donor, every time, without you having to think about it.

In this deep dive, we'll open up Automations end to end. You'll see how they actually work under the hood, walk through real-world use cases you can put to work right away, and leave knowing exactly how to build your first one (or make the ones you already have work harder).

What we'll cover:

• How Automations work, in plain language. The four building blocks (triggers, steps, filters, and journeys) and how they fit together.
• What can kick things off. The nine triggers available to you, from a first gift or a new recurring donor to a badge, a volunteer signup, or a logged activity.
• What an Automation can do for you. Send an email or text, create a task, schedule a call or meeting, add a Smart Nudge to your Action Board, alert a teammate, and more, with up to 20 steps in a single flow.
• Real use cases you can copy. Welcoming new donors, stewarding a first and second gift, re-engaging lapsed supporters, and flagging major gifts for a personal touch.
• The six ready-made Automations in your account, and how to customize them to fit the way your team already works.
• Building donor journeys that guide supporters through meaningful, well-timed touchpoints instead of one-off blasts.

Who this is for: Current DonorDock customers who want to get more out of the platform, and anyone curious how a little smart automation can take real work off your plate, so you can spend your time where it matters most: with your donors.

Bring your questions. We'll leave time to answer them.

ou have the donor list, the CRM, and the emails going out. So why is revenue so hit or miss? It's not your list size, and a better subject line might get the open — but it won't fix what's underneath. The real problem: most nonprofits are sending emails when they should be running email campaigns. In this session, you'll learn why some organizations raise consistent funding from every send while others barely see results — and the shift that changes everything.

Here's what you'll leave with:

• The real reason your emails aren't converting — and why it has nothing to do with list size, open rates, or writing talent
• The #1 email mistake that quietly trains donors not to give (almost every nonprofit is making it right now)
• The answer to "how often should we email?" — backed by data that will end the unsubscribe debate on your team for good
• The 3 shifts high-performing nonprofits make to turn email into their most reliable revenue channel — whether your list is 300 or 30,000

Who this is for:

Executive Directors, Development Directors, Marketers, or lean fundraising teams who already have a list and a CRM — and want consistent funding growth from it, not occasional spikes once or twice a year.

More traffic doesn't always mean more donations. Before you invest in your next campaign, take a fresh look at the experience you're creating for donors online.

In this webinar with Farra Trompeter, Co-Director and Worker-Owner at Big Duck, you'll learn how to audit your website, donation process, emails, and social media through a supporter's eyes. You'll spot the small gaps that quietly cost you gifts, and find the moments where you can build trust, keep your brand consistent, and give donors a reason to come back.You'll leave with a practical checklist you can use to strengthen your digital fundraising right away.

Learning outcomes

• Audit your website, emails, and social through a donor's eyes to find friction in the giving experience.

• Assess whether your messaging, calls to action, and stewardship build trust and inspire giving.

• Act on a simple plan of practical improvements that strengthen donor engagement year-round.