Communication
Auto Emails
Automated emails triggered by events
Auto Emails let you set up automated email sequences triggered by specific events -- a new donation, a sponsorship milestone, a failed payment, a recipient birthday, or any custom event. Design templates once, and the system sends the right email to the right person at the right time. Track delivery and performance to optimize your automated touchpoints.
The Problem
Without automated emails, your staff must manually send confirmation emails, payment reminders, milestone acknowledgments, and follow-ups -- a process that does not scale and inevitably leads to missed communications.
The Solution
With HYS Auto Emails, you design templates once and attach them to triggers. Every donation confirmation, payment reminder, and milestone email sends automatically, consistently, and on time.
How it works
Choose your trigger
Select from built-in event triggers -- new donation, failed payment, sponsorship anniversary, recipient birthday, or custom events.
Design your template
Build the email using your branded template with merge fields for personalized content. Preview how it looks before activating.
Activate and monitor
Turn on the automation and the system handles delivery. Track sends, opens, and clicks to ensure your automated emails perform well.
How this feeds Aida's work queue
Every auto emails signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval