Donor acknowledgment and campaign follow-ups

Purpose

1.1. Automate donor acknowledgment and campaign follow-ups to ensure timely recognition of contributions, build lasting donor relationships, maintain ongoing communication, support campaign engagement, and automate reporting on donor interactions for arboreta within parks & gardens focused on tree collections.
1.2. Automatedly send thank you emails, SMS, direct mail, and schedule periodic follow-up communications after initial donation or campaign activity.
1.3. Track follow-up responses, automate reminders for further engagement, automate updates on campaign progress, automate event invites, automate reporting-back on impact, and support long-term donor journey mapping.

Trigger Conditions

2.1. Donation recorded in CRM or payment system.
2.2. Completion of an online campaign form.
2.3. RSVP or attendance at donor-related event.
2.4. Specific campaign milestones achieved (e.g., fundraising goal, annual celebrations).
2.5. Pre-set post-donation time intervals (e.g., 7, 30, 60 days).

Platform variants

3.1. Salesforce Nonprofit Cloud
• Feature/Setting: Process Builder or Flow automation with "Record Created" triggers; configure Email Alerts and Task Assignment.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow using “When a record is created/updated;” configure email or Teams notifications.
3.3. Blackbaud CRM
• Feature/Setting: Automate with “Acknowledgment Processing” tools; configure workflow for sending mail/receipts.
3.4. Mailchimp
• Feature/Setting: Automated campaign with “Signup trigger” or via API “addListMember”; configure follow-up series.
3.5. Constant Contact
• Feature/Setting: Automated “Email Series” with contact list triggers; use API “scheduleEmailCampaign”.
3.6. SendGrid
• Feature/Setting: Automate with “Transactional Templates” via API “mail/send” endpoint.
3.7. HubSpot
• Feature/Setting: Workflow automation with “Form Submission” and “List Membership” triggers; configure sequence follow-ups.
3.8. Twilio
• Feature/Setting: Automated SMS using “Programmable Messaging” API; configure triggers from webhook or CRM.
3.9. ActiveCampaign
• Feature/Setting: Automated campaign using “Automations” with trigger “tag added” or “contact subscribes.”
3.10. Google Sheets + Apps Script
• Feature/Setting: Automate acknowledgment task by using “onFormSubmit” Apps Script; trigger sendEmail action.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules with “Create Record” trigger; automate follow-up tasks and emails.
3.12. Slack
• Feature/Setting: Automate team notifications via Incoming Webhooks or Slack workflow builder on new donation.
3.13. Jotform
• Feature/Setting: Automate post-submission emails via “Autoresponder” and “Webhook” integration.
3.14. Typeform
• Feature/Setting: Automate donation follow-up with “Webhook” or “Google Sheets” integration for triggered responses.
3.15. Smartsheet
• Feature/Setting: Automated workflows using “Alerts and Actions” on row additions for new donors.
3.16. Airtable
• Feature/Setting: Automation with “When record created” triggers; configure email action.
3.17. Monday.com
• Feature/Setting: Automate notifications and emails via “Automations Recipes” for new entries in donor board.
3.18. Klaviyo
• Feature/Setting: Automations with “List Joined” or “Event happened” triggers for sending acknowledgment series.
3.19. Brevo (formerly Sendinblue)
• Feature/Setting: Automated workflow with “Contact added” trigger; configure multi-step acknowledgment.
3.20. Intercom
• Feature/Setting: Automate targeted in-app and email messages with “Event-based triggers” for donations.
3.21. Pipedrive
• Feature/Setting: Workflow automation using “Deal Created” or custom fields to trigger acknowledgments.

Benefits

4.1. Automates repetitive donor follow-up tasks, ensuring every supporter is promptly acknowledged.
4.2. Automated workflows reduce manual effort, prevent missed communications, and enhance donor satisfaction.
4.3. Automating campaign follow-ups provides consistent donor engagement and improves retention rates.
4.4. Centralizes reporting and analytics for donor activities through automation, aiding impact measurement.
4.5. Automates reminders for stewardship actions, maximizing opportunities for repeat engagement and fundraising.