Overview of out-of-the-box scheduled tasks

iMIS provides out-of-the-box scheduled tasks that are already set up for your organization to use and modify. Out-of-the-box scheduled tasks are not enabled by default. You must enable an out-of-the-box scheduled task.

To review the out-of-the-box scheduled tasks, do the following:

1. Go to RiSE > Process automation.
2. From the Type drop-down, select Scheduled task.
3. Click Find.

The following scheduled tasks are available:

• Automatic payments (AutoPay):
  • AutoPay Donation Started – Only available if licensed for AutoPay. Sends notifications for all new AutoPay donation enrollments from yesterday. See Sending confirmation emails for recurring payment enrollments for details.
  • AutoPay Membership Started - Only available if licensed for AutoPay. Sends notifications for all new AutoPay membership enrollments from yesterday. See Sending confirmation emails for recurring payment enrollments for details.
  • Process recurring donations - The Process recurring donations action initiates processing recurring donations. This is the same process available from the Staff site at Fundraising > Automatic payments > Process payments. For more information, see Automating the recurring donation process for staff users. This task does not run automatically. You must set up a trigger and set a specific time for the task to be run.
• Events:
• Contacts:
  • Contact erasure request confirmation - Nightly email sent to contacts who have requested erasure. See Erasing a contact's personal data for more information.
  • Contact erasure requests - Update email - Nightly email sent to all system administrators with a count of the outstanding erasure requests as well as a count of the number of users marked for erasure. See Erasing a contact's personal data for more information.
  • Contact erasure task - Task that runs nightly, erasing all contacts marked for deletion in the last 7 days. See Erasing a contact's personal data for more information.
  • New accounts daily notification - Nightly email sent to system administrators with a listing of all new user accounts created that day.
  • New member welcome email - Sends out a welcome email on a weekly basis to members who have joined in the past week.
  • Passwords expiring in 14 days - Sends a communication 14 days before a user's password expires.
• Clubs:
  • Club historical reporting - Reports information regarding Club history. Runs on the first day of the month.
  • Process imported club historical data - Initially populate clubs historical data. Can only be run once.
• Commerce:
  • Delete abandoned carts - Deletes carts which are at least 2 weeks old.
  • Open cart email task - Task that sends an email to contacts that they have items in their cart. Does not include staff users or administrators.
• Fundraising:
  • Donation thank you email - Sends out a thank you email to donors.
  • Issue Gift Receipts - Daily - This task demonstrates how to issue gift receipts and email them to the proper recipients. Issues and emails gift receipts once per day to donors who prefer to receive receipts immediately. See Issuing and viewing charitable receipts for more information.
  • Issue Gift Receipts - Immediately - This task demonstrates how to issue gift receipts and email them to the proper recipients. Issues and emails gift receipts to donors who prefer to receive receipts immediately. See Issuing and viewing charitable receipts for more information.
  • Issue Gift Receipts - Monthly - This task demonstrates how to issue gift receipts and email them to the proper recipients. Issues and emails gift receipts once per month to donors who prefer to receive receipts monthly. See Issuing and viewing charitable receipts for more information.
• RiSE:
  • Calculate engagement scores - Automatically calculates engagement scores. Calculation will not include data from the current day. See Scoring.
  • Content and Navigation - Sends expiration notices and removes content and navigation that has expired.
• Miscellaneous:
  • Reverse past due membership renewal invoices - Reverses renewals for members who appear in the Past-Due Renewals query. Review Reversing past-due membership renewal invoices before using this action.
  • Retrieve processed payments from Pay Central - Updates iMIS data to reflect payments that have been processed in Pay Central. Click Retrieve processed payments on the Retrieve processed payments tab to run this task. Do not combine this Retrieve process with any other processes because the time it takes for payments to be processed is unknown. See Retrieving process payments for more information.
  • Update TimeZone Offset - Updates TimeZone Offset to address Daylight Saving Time changes.