Setting up The Feed

The Feed gives you a snapshot of who you need to communicate with, and it's easy to send these communications right from this page.

To get started, navigate to Marketing -> The Feed. On The Feed, you will see activity for Reminders, Birthdays, Anniversaries, Recurring Donation Changes, Donation Failures, First Time Donors, and other important dates. You can edit what you see on The Feed from your settings.

The settings default to have all activity show on the Feed, if you would like to have certain information not populate on the feed, just toggle that activity to "hide"

Once you have chosen what to show on your Feed, it is time to record that data into Aplos. Any donation based notification will automatically post to the Feed, but reminders and important dates would need to be entered in manually on each individual's contact card. 

Creating Reminders

You can create a reminder that will trigger on The Feed from a donor's contact. From their contact,  you can accomplish this two different ways:

1. Click the actions dropdown in the left panel and select "add a reminder"
2. Click the reminders tab and choose "add a new reminder" to the right of that tab

This will give you the ability to enter a date for your reminder and the type of communication that needs to take place. 

Once saved, you will see this display on the Reminders tab. You can edit or delete it by clicking the icons to the right of the reminder.

Going back to The Feed, you'll see your reminder. Then you will be able to complete the appropriate response.

Creating Important Dates

You can also create a date that will trigger on The Feed from a donor's contact. From their contact, you can accomplish this by clicking the dates tab and choosing "add a new date" to the right of that tab

This will give you the ability to select your date type, enter in your date, and add any notes for your date.

If you add one of the default dates in Aplos (anniversary or birthday), these dates will automatically populate to The Feed. Any other custom dates you have created from your contact configuration, will need to be marked as "important" to show on The Feed.

Actions In The Feed

From each event, you will see response options, which include the ability to Dismiss, Postpone, Add a communication, Email a template, or Email a message.

• Dismiss: Dismissing the reminder will remove it from The Feed altogether and won't trigger any follow-up actions.
• Postpone: Postponing will allow you to change the reminder so you can take action at a later date, or postpone reaching out to a first time donor
  
  
• Add a communication: This allows you to leave a communication note on the donor's contact.
  
  
• Email a template: This allows you to generate an email to the donor using a template you have already created.
  
  
• Email a message: This allows you to create and send a text-only email to the donor.