Donation and Financial ManagementPurpose
1.2. Automatedly ensures every donor is acknowledged instantly regardless of donation channel, reducing manual effort in expressing gratitude.
1.3. Facilitates automated tracking for donor recognition programs, event invitations, or financial transparency initiatives.
1.4. Supports automating compliance with donation acknowledgment regulations for tax or audit purposes.
Trigger Conditions
2.2. Completed payment processed on third-party donation platforms or via bank transfer.
2.3. Automatedly received donation receipt email from payment processor.
2.4. Manual entry of offline/cash donation triggers automated thank-you sequence.
Platform Variants
• Feature/Setting: Use programmable SMS API to automate personalized thank-you texts when donation event webhook is triggered.
3.2. SendGrid
• Feature/Setting: Automate transactional email using "Dynamic Templates" API on new donor trigger.
3.3. Mailchimp
• Feature/Setting: Automates sending “Thank You” campaign via API endpoint `/automations` upon new subscriber tagged as donor.
3.4. HubSpot
• Feature/Setting: Configure workflows and automator webhooks for automated thank-you emails on contact property update.
3.5. Salesforce
• Feature/Setting: Automation via Process Builder to trigger an acknowledgment email on new ‘Opportunities’ with closed-won status.
3.6. ActiveCampaign
• Feature/Setting: Automation builder triggers personalized sequence when custom field “Recent Donation” is updated.
3.7. Zapier
• Feature/Setting: Automator connects donation apps (PayPal, Stripe, etc.) to automated thank-you email or SMS actions.
3.8. Constant Contact
• Feature/Setting: API-based automator to send a branded thank-you email when a donor is added to segmented list.
3.9. WhatsApp Business API
• Feature/Setting: Automate sending custom thank-you messages via WhatsApp when webhooks receive donation data.
3.10. Gmail API
• Feature/Setting: Automatedly create and send custom reply emails from place of worship sender account on new donation trigger.
3.11. Microsoft Power Automate
• Feature/Setting: Automator triggers flow to send thank-you email via Outlook when SharePoint record updates.
3.12. Slack
• Feature/Setting: Automate sending a message to #donations channel and direct message acknowledgment if donor is internal user.
3.13. PayPal
• Feature/Setting: IPN (Instant Payment Notification) webhook automates thank-you response email on successful donation.
3.14. Stripe
• Feature/Setting: Webhook automator triggers thank-you messaging workflow upon “checkout.session.completed.”
3.15. Google Sheets
• Feature/Setting: Script automates thank-you emails via Apps Script when new donation is logged in sheet.
3.16. Pipedrive
• Feature/Setting: Workflow automates an email to donor linked to “Won” deal in CRM.
3.17. Intercom
• Feature/Setting: In-app message automates personalized thank-you to contacts labeled as donors.
3.18. Klaviyo
• Feature/Setting: Automated thank-you flow using “Donated” event trigger in segmentation.
3.19. Shopify
• Feature/Setting: Automator sends thank-you email/SMS when donation product is purchased, via Shopify Flow or API.
3.20. Freshdesk
• Feature/Setting: Ticket automator sends acknowledgment email and tags as “donor” when donation inquiry submitted.
Benefits
4.2. Reduces manual admin workload via automated acknowledgment sequences.
4.3. Automating ensures consistency of tone and message, supporting branding for the place of worship.
4.4. Automates cross-platform gratitude, ensuring no donor is overlooked regardless of channel.
4.5. Supports automated reporting and donor analytics for improved future fundraising strategy.