Donation and Fundraising ManagementPurpose
1.2. Streamlines donation tracking, automates follow-up with late or missed pledges, and supports recurring campaigns for cathedral upkeep and projects.
1.3. Enhances donor engagement by automating personalized, scheduled reminders via multi-channel communication.
1.4. Enables cathedral fund staff to focus on relationship-building by automating repeatable administrative pledge follow-up.
1.5. Automates logging of all reminders, statuses, and donor replies for compliance and impact reporting.
Trigger Conditions
2.2. Triggered if a donor’s pledge is overdue by a set configurable period.
2.3. Recurring time-based automation activated (daily, weekly, monthly) for bulk reminders.
2.4. Manually triggered via dashboard for special campaigns or exceptions.
Platform Variants
• Feature/Setting: Automate sending SMS via "SendMessage" API; configure sender, donor number, and personalized pledge amount.
3.2. SendGrid
• Feature/Setting: Use "Mail Send API" to automate email pledge reminders with merge fields for pledge details and links.
3.3. Salesforce
• Feature/Setting: Automate reminder tasks with "Process Builder" or "Flow Builder"; trigger off pledge objects.
3.4. Microsoft Outlook 365
• Feature/Setting: Automate scheduled emails via Power Automate using the "Send an email (V2)" action.
3.5. Slack
• Feature/Setting: Automate direct messages with "chat.postMessage" in Slack API for staff alerts about missed pledges.
3.6. WhatsApp Business API
• Feature/Setting: Automate personalized WhatsApp reminders using "messages" endpoint and donor-specific templates.
3.7. HubSpot CRM
• Feature/Setting: Automate email reminder workflows using "Workflow Editor" connected to donation properties.
3.8. Google Calendar
• Feature/Setting: Automate event and reminder creation for pledge due dates using "Events: insert" API.
3.9. Zoho CRM
• Feature/Setting: Automate task assignments with "Workflow Rules" for pledge follow-ups.
3.10. Mailchimp
• Feature/Setting: Automate campaign triggers on pledge dates with "Automation Customer Journeys."
3.11. Pipedrive
• Feature/Setting: Automate activity reminders and emails using "Workflow Automation."
3.12. ActiveCampaign
• Feature/Setting: Automate conditional pledge reminders with "Automations Builder" and email/SMS plugins.
3.13. Google Sheets
• Feature/Setting: Automate row update check with Apps Script to trigger reminders as due dates approach.
3.14. Airtable
• Feature/Setting: Automate record-based reminders with "Automations" and "Send Email" action.
3.15. Gmail
• Feature/Setting: Automate scheduled and templated reminders using Google Apps Script "MailApp.sendEmail."
3.16. ClickSend
• Feature/Setting: Automate SMS and email pledge reminders via "Send SMS" and "Send Email" endpoints.
3.17. Mailjet
• Feature/Setting: Automate transactional email sending with "Send API" using predefined templates.
3.18. Monday.com
• Feature/Setting: Automate status-driven reminders using "Automations Center" tied to pledge boards.
3.19. Intercom
• Feature/Setting: Automate chat or email reminders to donors with campaign automations targeting user tags.
3.20. Freshdesk
• Feature/Setting: Automate ticket creation and reminders for overdue pledges with "Automations" and "Observer Rules."
3.21. Oracle NetSuite
• Feature/Setting: Automate donor reminder tasks with "SuiteFlow" workflow automations.
Benefits
4.2. Reduces manual effort for cathedral staff by automating repetitive tasks.
4.3. Unifies multi-channel outreach, increasing donor response through automation diversity.
4.4. Enhances accuracy and tracking by automatedly logging every reminder sent.
4.5. Frees staff for higher-value engagement with cathedral donors through automation of administrative follow-up.
4.6. Ensures consistent, professional, and personal communication for higher donor trust and future automation expansion.