Purpose
1. Automate the process of generating prompt, personalized acknowledgment messages for donors—ensuring every donation to the conservative club is recognized.
2. Automate tracking, creating, and sending of messages by email, SMS, WhatsApp, or physical mail.
3. Ensure automated compliance with gratitude protocols; automate record-keeping of acknowledgments sent for future reference and reporting.
4. Enhance donor engagement and retention by automatedly expressing appreciation and providing automated donation receipts.
5. Reduce manual efforts, standardize communication tone, and minimize delay between donation receipt and acknowledgment by automating the steps.
Trigger Conditions
1. Automate the sending of acknowledgment when a new donation is logged in the CRM or fundraising platform.
2. Automate the process when a payment gateway confirms a successful transaction.
3. Automate acknowledgment upon the update of donor status or assignment in the donor management platform.
4. Automate trigger if a donation event meets particular thresholds (e.g., first-time donor or high-value donation).
5. Automate acknowledgment of recurring or monthly donations as soon as they are processed.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automate acknowledgment via API "Messages: Create" endpoint; configure message body with donor name, amount, and unique thank you.
2. SendGrid
- Feature/Setting: Automate "Mail Send" API to dispatch templated thank-you emails; utilize dynamic template data for personalization.
3. Mailchimp
- Feature/Setting: Automate audience triggers to deliver sequence-based donor appreciation emails via "Automations" API.
4. HubSpot
- Feature/Setting: Automate Workflow tool to send email/SMS; configure trigger as CRM "Donation record created."
5. Salesforce
- Feature/Setting: Automate Process Builder/Flow; auto-send acknowledgment using Email Alerts when new donation object is entered.
6. Zapier
- Feature/Setting: Automate multi-step workflows connecting donation events from payment processors to email/SMS apps for acknowledgment.
7. Microsoft Power Automate
- Feature/Setting: Automator flows trigger by new data in SharePoint or Dynamics; send emails or Teams messages automatically.
8. Gmail API
- Feature/Setting: Automate "Users.messages.send" function; construct MIME message with custom thank-you content.
9. Outlook 365
- Feature/Setting: Automate "Send email" in Power Automate with dynamic fields from donation data.
10. WhatsApp Business API
- Feature/Setting: Automate sending via "messages" endpoint; pre-approve acknowledgment templates.
11. Slack
- Feature/Setting: Automate notification to donor liaison via "chat.postMessage" for manual follow-up or direct donor messaging if permitted.
12. Pipedrive
- Feature/Setting: Automate workflow automation on new donation deals, triggering email or custom webhook.
13. Constant Contact
- Feature/Setting: Automate email campaigns triggered by new contacts labelled as donor using List Join API.
14. ActiveCampaign
- Feature/Setting: Automate "Automations" to send thank-you series when new donation tags are assigned.
15. Stripe
- Feature/Setting: Automate webhook on "payment_intent.succeeded" to trigger acknowledgment email/sms.
16. PayPal
- Feature/Setting: Automate IPN/Webhooks to notify CRM or mail API after each donation for automated message dispatch.
17. Freshdesk
- Feature/Setting: Automate ticket creation and canned response thank-you message for each donation event.
18. Google Sheets
- Feature/Setting: Automate Google Apps Script to watch for new donor rows and send acknowledgment email automatically.
19. Zoho CRM
- Feature/Setting: Automate Workflow Rules on the "Donations" module; send email or SMS using inbuilt actions or webhooks.
20. Intercom
- Feature/Setting: Automate Series or Custom Bots to send in-app or email thank-you for donor users tagged after giving.
21. Shopify
- Feature/Setting: Automate order completion webhooks or Flow app to send a thank-you message upon checkout donation or product purchase.
22. ClickSend
- Feature/Setting: Automate SMS/email/fax sending via API or integration when a donation trigger is detected.
Benefits
1. Automates acknowledgment thus reducing staff workload and errors.
2. Improves donor relations by automating prompt recognition and appreciation.
3. Automates compliance with donor communication best practices and records.
4. Enables automated tracking and analytics for acknowledgment workflow.
5. Standardizes tone, branding, and timing of messages via automation.
6. Automates multi-channel capability—expand appreciation by SMS, email, or chat.
7. Automates audit trail creation helping in transparent reporting to board or leadership.
8. Allows scaling of engagement strategies without scaling manual labor.
Communication and Engagement