Supporter and list management involves pulling new signups, checking them against an existing supporter list by hand, and tagging and syncing records across systems. Done manually, it invites duplicate records, stale contacts, and delayed communication with new supporters.
The automated version matches new signups against existing records, applies campaign tags, syncs segments, and clears bounced contacts on its own. The result is a cleaner, more current supporter list with less manual review needed each week.
The full workflow, from trigger to completion.
A submission on the petition, event, or donation form is picked up the moment it arrives.
The automation matches the new signup against by email and phone to detect duplicates.
If a match is found, the existing record is merged and updated instead of duplicated.
If no match exists, a fresh supporter record is created automatically.
The segmentation applies campaign and interest tags based on the signup source.
The updated segment membership is pushed so the right list is current.
A welcome email goes out to the new supporter within minutes of signup.
Bounces and unsubscribes are removed nightly and a weekly summary posts.
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