Communication & Donor RelationsPurpose
1.2. Automate segmentation of donors based on engagement level, interests, giving history, and preferred communication channel.
1.3. Enable targeted, personalized outreach campaigns to maximize donor engagement, retention, and fundraising effectiveness.
1.4. Streamline tracking of responses and automate subsequent steps like follow-ups or thank-you messages.
1.5. Maintain compliance with communication preferences and opt-in requirements for animal rescue supporters.
Trigger Conditions
2.2. Update made to existing donor profile (interaction, donation, subscription change).
2.3. Scheduled date for outreach campaign initiation.
2.4. Specific donor milestone reached (e.g., cumulative donation thresholds).
2.5. External event (news, rescue operation update, fundraising need) requiring targeted communication.
Platform Variants
• Feature/Setting: Use REST API v56.0 – /services/data/v56.0/sobjects/Contact; set up custom filters by donor attributes.
3.2. Microsoft Dynamics 365
• Feature/Setting: Use Data Export Service API – filtered data query for "Donors" with OData endpoint.
3.3. HubSpot
• Feature/Setting: Contacts API – /contacts/v1/lists; create dynamic lists based on properties.
3.4. Mailchimp
• Feature/Setting: List Segment API – /lists/{list_id}/segments; automate segment assignment by donor behavior.
3.5. Twilio SMS
• Feature/Setting: Messages API – POST /Messages; set recipient lists from CRM segments.
3.6. SendGrid
• Feature/Setting: Marketing Campaigns API – /v3/marketing/contacts; assign donors to custom lists for email pushes.
3.7. Zoho CRM
• Feature/Setting: GET /crm/v2/Contacts; apply criteria to select volunteers and donors for outreach.
3.8. Google Sheets
• Feature/Setting: Google Sheets API – batchGet; update and retrieve filtered donor lists.
3.9. Airtable
• Feature/Setting: List Records API – GET /v0/{baseId}/{tableName}?filterByFormula; auto-segment relevant donors.
3.10. Constant Contact
• Feature/Setting: Contacts Collection API – /contacts; manage segmented lists through tag properties.
3.11. Emma Email
• Feature/Setting: Segment API – GET /members?group; generate group mailouts for selected donors.
3.12. ActiveCampaign
• Feature/Setting: List API – /api/3/contacts; auto-tag for donor group segmentation.
3.13. Blackbaud
• Feature/Setting: SKY API Constituent Search – GET /constituents; auto-create segments for animal interest areas.
3.14. Pipedrive
• Feature/Setting: Filter Persons API – GET /persons?filter_id; filter based on “Donor” custom field.
3.15. Klaviyo
• Feature/Setting: Lists & Segments API – GET /v2/list; send targeted communications per group.
3.16. Slack
• Feature/Setting: Conversations API – chat.postMessage; auto-post updates to internal donor-relations groups.
3.17. Intercom
• Feature/Setting: Segment Users API – GET /contacts?tag; tag for outreach sequences.
3.18. Notion
• Feature/Setting: Database Query API – POST /databases/{database_id}/query; filter by engagement attributes.
3.19. ClickSend
• Feature/Setting: SMS API – Contacts endpoint; segment upload and message by group tags.
3.20. Freshdesk
• Feature/Setting: Contacts API – GET /contacts?segment; use for customer support + targeted donor communication.
3.21. Shopify
• Feature/Setting: Customers API – GET /admin/customers.json; identify and segment donors tied to store sales.
3.22. Eventbrite
• Feature/Setting: Attendees API – GET /events/{event_id}/attendees; segment new donors from event registrations.
Benefits
4.2. Sharply improved personalization via dynamic, rule-based segmentation and messaging.
4.3. Increased long-term donor engagement, loyalty, and response rates.
4.4. Instant response tracking enables quick campaign iteration and optimal follow-up.
4.5. Ensures communication compliance and increases transparency with supporters.