Follow-up surveys with donors and supporters

Purpose

1.1. Ensure continuous engagement by collecting feedback from donors and supporters after contributions or events.
1.2. Measure donor satisfaction, identify concerns, and gather data for improving donor experience.
1.3. Enable automated, timely follow-ups to enhance transparency, encourage repeat support, and foster advocacy.

Trigger Conditions

2.1. Donation completion (one-time or recurring, online or offline).
2.2. Event attendance or participation marked in CRM.
2.3. Volunteering activity logged.
2.4. Milestone in fundraising campaign reached.
2.5. Custom trigger: manual staff flag for outreach.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: "Programmable Messaging SMS API" — Create automated survey SMS with dynamic feedback links; configure webhook for post-donation event.
3.2. SendGrid
- Feature/Setting: "Transactional Templates API" — Trigger survey emails using donation event as automation trigger, inject donor data for personalization.
3.3. Mailchimp
- Feature/Setting: "Automations/Customer Journeys" — Auto-send survey email on list update (donor tag applied); map survey link to donor profile.
3.4. SurveyMonkey
- Feature/Setting: "SurveyMonkey API v3: CreateCollector, SendFlow" — Generate unique survey collectors automatically and dispatch invitations on trigger.
3.5. Google Forms + Google Apps Script
- Feature/Setting: "Forms API & Triggers" — Auto-generate and email pre-filled survey form URLs using Apps Script after updates in Sheets or CRM.
3.6. Salesforce
- Feature/Setting: "Process Builder/Flow" — Fire email or SMS survey via workflow when Opportunity/Donation status changes.
3.7. HubSpot
- Feature/Setting: "Workflows + Email API" — Auto-enroll donors in a feedback workflow; trigger personalized survey invitations upon lifecycle event.
3.8. Zendesk
- Feature/Setting: "Zendesk Triggers & CSAT Survey" — Send satisfaction survey automatically after support ticket associated with a donation is marked solved.
3.9. Constant Contact
- Feature/Setting: "Email Automation" — Deploy follow-up survey after donor added to list or segment.
3.10. ActiveCampaign
- Feature/Setting: "Automation Builder" — Configure if/then logic to email surveys only to recent donors or supporters.
3.11. Zoho CRM
- Feature/Setting: "Workflow Rules + Zoho Survey Integration" — Run survey automation post-donation close.
3.12. Typeform
- Feature/Setting: "Responses API + Notification Triggers" — Auto-send survey links via preferred channel post-event.
3.13. Outlook 365
- Feature/Setting: "Power Automate Flows" — Send forms/surveys via email after specified CRM or SharePoint updates.
3.14. Slack
- Feature/Setting: "Incoming Webhooks + Reminders" — DM survey or feedback poll in Slack channel after supporter notification.
3.15. Airtable
- Feature/Setting: "Airtable Automations" — Trigger record-based survey outreach using linked donor/supporter tables.
3.16. Intercom
- Feature/Setting: "Outbound Messages + Surveys" — Automated in-app or email outreach with survey on donation-related events.
3.17. Facebook Messenger API
- Feature/Setting: "Send API/One-Time Notification" — Messenger bot sends feedback survey after digital donation confirmation.
3.18. WhatsApp Business API
- Feature/Setting: "Session Messages" — Push survey link/message post-donation acknowledgment in WhatsApp.
3.19. Klaviyo
- Feature/Setting: "Flows + Analytics" — Email or SMS survey invitations based on donation event metrics/tags.
3.20. Jotform
- Feature/Setting: "Jotform API + Autoresponder Emails" — Auto-send survey form link post-donor submission.

Benefits

4.1. Consistent follow-up process reduces manual workload and error.
4.2. Higher response rates through personalized, timely requests via preferred donor channel.
4.3. Real-time insights for rapid response if donor is dissatisfied.
4.4. Enables data-driven decisions for future donor engagement and communications.
4.5. Builds trust by showing genuine concern for donor and supporter experience.