Communication & Donor RelationsPurpose
1.2. Eliminate manual tracking, reduce workload, and improve donor relationships by delivering consistent, timely communication.
1.3. Capture all required donor data, process multi-channel donations, and generate documents matching regulatory and organizational standards.
1.4. Integrate seamlessly with donation, CRM, email, SMS, print, and accounting systems to maintain accuracy and transparency.
Trigger Conditions
2.2. Donation status changes to “completed,” “received,” or “cleared.”
2.3. Manual batch upload of new donation records.
2.4. Monthly/quarterly closure for recurring donations.
2.5. Update to donor’s contact information.
2.6. API/webhook event from external donation portals.
Platform Variants
• Feature: Process Builder/Flow. Configure a flow that triggers on “Donation Received,” creating and emailing acknowledgement PDF using email templates.
3.2. Microsoft Power Automate
• Setting: Automated cloud flow linking SharePoint/Forms data with Outlook for email, and Adobe Sign for receipt generation.
3.3. Mailchimp Transactional
• API: Mandrill “messages/send-template” to deliver acknowledgement using merge tags for personalization.
3.4. Twilio SendGrid
• Setting: Use “Dynamic Templates” and transactional “Mail Send API” for automatic personalized receipts as PDFs.
3.5. Zapier
• Trigger: “New Payment in Stripe/PayPal” → Action: “Send Receipt” (Gmail/Outlook), append to Google Drive.
3.6. HubSpot
• API: Workflow triggered by Form submission/Deal status; send acknowledgment email via predefined templates.
3.7. Stripe
• Webhook Event: “payment_intent.succeeded” triggers email receipt using connected email provider API.
3.8. PayPal
• IPN/Webhook: Automate email/print receipt dispatch through event “PAYMENT.SALE.COMPLETED.”
3.9. DocuSign
• Integration Key: Envelope send from donor data, automatically generate, and email signed receipts.
3.10. QuickBooks Online
• Workflow: Donation entry triggers “Custom Transaction Email” with built-in PDF receipt.
3.11. Google Workspace (Sheets/Gmail)
• Apps Script: On form submission to Sheets, Apps Script parses data and composes Gmail thank-you + PDF.
3.12. Xero
• Workflow: Payment or invoice status change triggers custom acknowledgment email using Xero’s Email API.
3.13. Pipedrive
• Automation: Deal won triggers personalized mail with attached pdf receipt using third-party connectors.
3.14. Intercom
• Inbox Automation: Chat trigger “Donation Received” fetches donor info, emails or DMs receipt.
3.15. Klaviyo
• Triggered Flow: “Donation event” triggers SMS, push alert, and personalized email using event variables.
3.16. Freshdesk
• Automation Rule: New ticket or email tagged “donation” sends acknowledgement using canned responses API.
3.17. WooCommerce
• Hook: Order “completed” action triggers thank-you + receipt via built-in and add-on email features.
3.18. Shopify
• Flow App: Order paid status triggers custom thank-you email with attachment using Flow logic blocks.
3.19. Formstack
• Submissions trigger: Formstack Documents generates receipt, emails to donor using mail delivery API.
3.20. Blackbaud Raiser's Edge NXT
• Workflow: Custom acknowledgment process sends dynamic templates and stores PDF copies in donor’s profile.
Benefits
4.2. Ensures accuracy—automated templates eliminate manual data entry errors.
4.3. Reduces staff workload for high-volume campaigns or events.
4.4. Complies with tax and audit requirements—centralized, consistent record keeping.
4.5. Improves donor trust, engagement, and retention with timely, personalized communication.
4.6. Easily supports multi-channel and multilingual donor base.
4.7. Integrates with existing tech stack, enabling scalability and future enhancements.