Donation and Fundraising AutomationPurpose
1.2. Automated reminders ensure re-engagement of lapsed donors, optimize donation cycles, and sustain funding for spiritual and community activities.
1.3. The automation supports consistent donor relationship management, freeing staff from manual follow-ups and enabling scalable ashram fundraising drives.
1.4. Automating donor lapsed notifications across SMS, email, voice, and in-app channels, utilizing multi-platform automator workflows.
Trigger Conditions
2.2. Automated triggers activate on schedule (daily) or following a batch query of donor status.
2.3. Optionally, a missed recurring payment or subscription lapse triggers automation flow.
2.4. Automation can be initiated based on donor inactivity in CRM/activity tracking.
Platform Variants
• Feature/Setting: Automate sending SMS via programmable messaging API. Configure to pull donor phone, set message body, and trigger on lapsed criteria.
3.2. SendGrid
• Feature/Setting: Automated email reminders via transactional email API; map donor email, template ID, and trigger event/time.
3.3. Mailchimp
• Feature/Setting: Automated workflows for lapsed donor segments; configure audience filter for last donation date and send re-engagement campaigns.
3.4. Salesforce CRM
• Feature/Setting: Process Builder automates tasks and reminders based on custom lapsed donor criteria in donor objects.
3.5. HubSpot
• Feature/Setting: Workflow automation for contact reactivation; configure triggers on inactive donor properties and launch automated outreach.
3.6. ActiveCampaign
• Feature/Setting: Automated emails and SMS to lapsed donors via automation builder; set condition for donation inactivity.
3.7. Zoho CRM
• Feature/Setting: Automation rules for donor module, trigger email/SMS reminders when “Last Donation Date” field exceeds threshold.
3.8. Airtable
• Feature/Setting: Automate scripting block or automation to detect lapsed records, triggering notifications or integrations.
3.9. Google Sheets
• Feature/Setting: Google Apps Script automates detection of lapsed donors and sends emails using Gmail API.
3.10. Outlook/Exchange
• Feature/Setting: Power Automate triggers automatic emails based on donor database status in Excel or Outlook contacts.
3.11. Pipedrive
• Feature/Setting: Workflow Automation automates sending emails or tasks when no activity is logged for donor in X days.
3.12. WhatsApp Business API
• Feature/Setting: Automated templated messages to lapsed donors, triggered by CRM webhook or periodic batch job.
3.13. Slack
• Feature/Setting: Automate reminders to staff or donor channels using workflow automator for donor lapse events.
3.14. Microsoft Power Automate
• Feature/Setting: Cross-platform automation flows connect CRM, email, and SMS to automate reminders for lapsed donors.
3.15. Freshdesk
• Feature/Setting: Automate ticket creation or email reminders for lapsed donor follow-up via scenarios and automator.
3.16. Intercom
• Feature/Setting: Automated messages and emails to donor contacts based on inactivity triggers.
3.17. Stripe
• Feature/Setting: Webhook detects failed recurring donation; automates notification to donor using email or SMS API.
3.18. PayPal
• Feature/Setting: Automated IPN listener or REST API triggers email reminders for subscription donation lapse.
3.19. OneSignal
• Feature/Setting: Automate push notification campaigns to lapsed donors via scheduled API calls.
3.20. Zapier
• Feature/Setting: Automate cross-app reminders by detecting lapsed donors in any supported service and triggering multichannel outreach.
Benefits
4.2. Automated reminders increase donation recurrence and fundraising consistency.
4.3. Automation enables multi-channel outreach, maximizing donor response rates.
4.4. Automator flows provide audit trails and analytics for improvement and accountability.
4.5. Scalability: Automated systems handle thousands of records with minimal setup for spiritual centers.