Communication & Donor RelationsPurpose
1.2. Enhance donor and adopter engagement, strengthen emotional bonds, and encourage ongoing support or donations.
1.3. Reduce manual work for staff, ensure consistent and timely communications, and enable message customization.
Trigger Conditions
2.2. Record completeness: Only records with all necessary contact details and date fields are eligible.
2.3. Repeat automation: Runs daily scan to catch all matches for current date.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use “Programmable SMS”; configure API endpoint to send SMS for matching dates.
• Sample: POST /Messages with recipient number, personalized body, and schedule logic.
3.2. SendGrid
• Feature/Setting: “Mail Send” API; templates for triggered birthday or anniversary emails.
• Sample: POST /mail/send with dynamic template data for recipient and message.
3.3. Slack
• Feature/Setting: “Incoming Webhooks”; send message to staff or volunteers Slack channel notifying about sent messages or milestones.
• Sample: POST Webhook URL with text payload.
3.4. Gmail API
• Feature/Setting: “messages.send”; automate sending personalized emails from official account.
• Sample: POST /gmail/v1/users/me/messages/send with base64 message.
3.5. Outlook/Office 365
• Feature/Setting: Microsoft Graph “SendMail”; automate custom congratulatory emails.
• Sample: POST /me/sendMail with template and variable data.
3.6. HubSpot
• Feature/Setting: Workflows; trigger email sequence based on date fields in contact objects.
• Sample: Workflow action “Send Email” filtered by custom property anniversary or birthday.
3.7. Mailchimp
• Feature/Setting: “Customer Journeys”; automate email based on date-based trigger segment.
• Sample: Trigger journey from contact’s date field, automated email with merge tags.
3.8. Zapier
• Feature/Setting: “Schedule by Zapier” and integrations; connect to trigger point and message platforms via Zaps.
• Sample: Schedule trigger + Gmail/Slack/SMS action.
3.9. Salesforce
• Feature/Setting: “Process Builder” or “Flow”; automate emails or tasks on matching dates in contact record.
• Sample: Schedule-triggered flow sends custom email.
3.10. ActiveCampaign
• Feature/Setting: “Automations”; trigger campaign workflows off custom contact/birthday fields.
• Sample: Automation start on contact’s “Birthday/Anniversary Date” property.
3.11. Pipedrive
• Feature/Setting: “Workflow Automation”; send emails/SMS when anniversary fields match today’s date.
• Sample: Trigger flow on date-field, connect to email integration.
3.12. WhatsApp Business API
• Feature/Setting: “Message Send”; auto-send templated message when date condition hits.
• Sample: POST /messages with template variables.
3.13. Zoho CRM
• Feature/Setting: “Workflow Rules”; trigger actions on record date fields (email/SMS integration).
• Sample: On “Anniversary” field match, trigger email workflow.
3.14. Intercom
• Feature/Setting: “Custom Bots”; automate birthday/anniversary messages via in-app or email communication.
• Sample: Bot trigger on date property.
3.15. Facebook Messenger API
• Feature/Setting: “Send API”; deliver messages to contacts linked via Messenger bot.
• Sample: POST /me/messages with personalized content.
3.16. Typeform
• Feature/Setting: “Webhooks”; trigger message workflow when user submits relevant date info.
• Sample: Webhook forwards details to communication automation.
3.17. Microsoft Teams
• Feature/Setting: “Incoming Webhook”; notify internal team or celebrate event via chat.
• Sample: POST Webhook with markdown message.
3.18. Klaviyo
• Feature/Setting: “Flows”; trigger campaign or SMS/Email on customer’s date properties.
• Sample: Flow schedule on profile’s date.
3.19. Constant Contact
• Feature/Setting: “Triggered Email Series”; automate a sequence when anniversary or birthday field matches.
• Sample: Date-based campaign segment, email template.
3.20. Google Calendar API
• Feature/Setting: “Events.list”; daily check for matching events, kick off notifications.
• Sample: Script to poll, then initiate notification flow.
3.21. AirTable
• Feature/Setting: “Automations” and “Scripting”; scan table for due birthdays/anniversaries, trigger record update and emails.
• Sample: Scheduled script, send personalized email.
3.22. Plivo
• Feature/Setting: “SMS API”; send automated text messages to contacts on specific dates.
• Sample: POST /v1/Account/{auth_id}/Message with message body and recipient.
Benefits
4.2. Stronger relationships through consistent, thoughtful messaging.
4.3. Increased donor loyalty and engagement.
4.4. Enhanced reputation for care and professionalism.
4.5. Staff freed up for high-value work, reducing communication errors.