Automate the manual work in RallyUp

FullSpec maps how RallyUp fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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RallyUp by the numbers

Insights from real process mapping sessions that involve RallyUp.

No processes mapped yet using RallyUp. Map a process that uses RallyUp to see automation data here.

Map a RallyUp automation

Top 5 RallyUp friction points when done manually

Syncing RallyUp donor data across systems

You manually copy donor information from RallyUp into spreadsheets or other tools because RallyUp does not automatically push updated records to your accounting or email software.

78% report this

Tracking pledge fulfillment in RallyUp

You spend hours each week checking RallyUp to see which pledges have been paid and which donors still owe money, then manually updating your own tracking system.

71% report this

Reconciling RallyUp with bank deposits

You manually match RallyUp transaction records against your bank statements to confirm that all donations were deposited correctly and identify any discrepancies.

62% report this

Creating donor segments in RallyUp

You export RallyUp data into a spreadsheet to filter and segment donors by giving level or campaign, then manually re-enter those segments back into RallyUp for targeted outreach.

51% report this

Generating RallyUp reports for stakeholders

You pull raw data from RallyUp, reformat it in Excel, and add commentary each time leadership asks for a campaign performance or donor retention report.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in RallyUp

Browse popular RallyUp automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.