OccamAutomations
The thank-yous and renewal reminders that send themselves.
Set a rule once — welcome a first-time donor, nudge a membership before it expires, confirm an event registration, thank a new recurring donor — and Occam sends it automatically, on your timing, without anyone needing to remember to do it manually.
Every rule can be turned on or off independently, so you can pause one without losing the setup.
What's included
- Trigger-based rules: first donation, membership expiring, event registration, recurring gift started
- Configurable delay — send immediately or hours later
- Turn any rule on or off without deleting it