Learn how to schedule campaign automation in this step-by-step guide. This help guide will cover how to schedule campaign automation in Neon Fundraise.
Recommended Reading Before You Start
Content
Scheduling Campaign Automation
Instructions
The Automation tab is used to schedule a campaign end date. This is especially helpful for administrators if the organization has many campaigns taking place at the same time and you need help with ending a campaign on time.
Scheduling Campaign Automation
- Select the Organization tab on the top navigation bar.
- Select the Automation tab.
- Select the Red + icon to add an action.
- You can enter an entire group or individual campaign in the Group/Campaign field. For this example, you will select the Anytime Community Yard Sale campaign from the dropdown. From the Action Dropdown, select End Campaign. Lastly, select a date. Select the checkbox to confirm your choice. When finished, select Schedule Action.
- You will now be able to view your automated actions on the Automation tab.
- To delete the scheduled automation, select the delete button.