Donation and Fundraising AutomationPurpose
1.2. Ensure each donor receives timely, personalized, actionable updates via their preferred communication channel—email, SMS, or WhatsApp.
1.3. Enable leadership to automate internal logging, team notifications, and generate compliance-ready donation records.
1.4. Automatedly tailor messaging with dynamic templates featuring stats, testimonials, and project photos to increase donor engagement and retention.
1.5. Automate gathering feedback from donors post-report via triggered surveys to further enhance fundraising efforts.
Trigger Conditions
2.2. Completion of a project tied to donation (event in project management tool).
2.3. Scheduled follow-up interval (e.g., 1 month, 3 months post-donation, automated through calendar or timer nodes).
2.4. Upload of new impact evidence (e.g., photo in Google Drive or Dropbox).
2.5. Update in financial reconciliation database confirming use of funds.
Platform Variants
• Feature/Setting: Automated SMS API; configure message triggers for each donation received, using donor contact fields.
3.2. SendGrid
• Feature/Setting: Automated transactional email sending via Send Email API, with dynamic donor and impact templating.
3.3. Mailchimp
• Feature/Setting: Automated Campaigns and Audience Segments; trigger drip emails on new donation tags.
3.4. Salesforce
• Feature/Setting: Process Builder/Flows; automatedly trigger impact update emails/SMS to donors utilizing Salesforce Email Alerts.
3.5. HubSpot
• Feature/Setting: Automated Workflows; set triggers on donation deal closure to send linked resource/impact summary.
3.6. WhatsApp Business API
• Feature/Setting: Automate personalized WhatsApp impact updates using message templates API, triggered by webhook.
3.7. Microsoft Power Automate
• Feature/Setting: Automated flows—triggered on donation row addition in Excel/Dataverse to email update.
3.8. Google Sheets + Gmail
• Feature/Setting: Automate Gmail send via Apps Script on new donation row—merges donor and impact data.
3.9. ActiveCampaign
• Feature/Setting: Automated email series by Contact Tag automation and conditional split actions.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules to automate follow-up emails and SMS on lead/donor record updates.
3.11. Slack
• Feature/Setting: Automate donor updates in dedicated channel via Slack Webhook on project milestone.
3.12. Dropbox
• Feature/Setting: Automated file triggers; on new impact photo in folder, notifies staff or attaches in follow-up.
3.13. Google Drive
• Feature/Setting: Automated folder monitoring and linking reports/files in messages to donors.
3.14. SurveyMonkey
• Feature/Setting: Automate donor feedback survey dispatch post-update via API triggers.
3.15. Airtable
• Feature/Setting: Automated record status check—on follow-up stage, triggers API to send report email.
3.16. Pipedrive
• Feature/Setting: Automated email triggers as deal/donation stage progresses to ‘impact delivered’.
3.17. OneSignal
• Feature/Setting: Automate push notification to donor’s app on receipt of impact update.
3.18. Intercom
• Feature/Setting: Automate in-app or email messaging when a donation-linked goal is achieved.
3.19. Webhooks
• Feature/Setting: Receive donation event from custom or third-party platforms—fire automation handling to comms APIs.
3.20. Notion
• Feature/Setting: Automatedly collect team notes and store data on donor reports, automating content for future updates.
3.21. Asana
• Feature/Setting: Automate task creation/reminder for staff when impact documentation is needed for reporting.
Benefits
4.2. Automates labor-intensive follow-up, reducing staff workload and human error.
4.3. Enhances donor engagement by automatedly personalizing updates per channel and donor history.
4.4. Improves compliance with automated, documented communication logs.
4.5. Automates continuous feedback capture, enabling iteratively improved donor experience and retention.