Donation and Fundraising ManagementPurpose
1.2. Automates identification of lapsed donors, sending reminders, acknowledgment, or re-engagement content via preferred communication channels.
1.3. Ensures donation continuity by automating stewardship, cultivates donor relationships, and supports recurring giving campaigns automatically for religious organizations.
1.4. Automates tracking of communication outcomes and updates donor profiles accordingly, optimizing future automations and engagement flows.
Trigger Conditions
2.2. Automatedly triggered by CRM or donation management system on donor status update.
2.3. Automator listens for custom tags (e.g., “lapsed”) or negative response to prior automated engagement.
2.4. Time-based automation (scheduled scans for donation gaps).
Platform Variants
• Feature: Process Builder/Flow Automation — Automate follow-up tasks and messaging on "Last Donation Date" field.
• Sample: Trigger workflow when “Last Donation Date” > x days, send automated email/SMS.
3.2. Mailchimp
• Feature: Automated Customer Journeys — Segment and automate reminder campaigns for lapsed donors.
• Sample: Trigger journey for contacts not opened any campaign in 120 days.
3.3. HubSpot
• Feature: Workflow Automation — Automate personalized emails or tasks when contact stage set to “lapsed”.
• Sample: Use workflow trigger: “Last Donation Date” > 180 days.
3.4. Blackbaud
• Feature: Automations for donor retention — Send automated reminders and personalized thank-yous.
• Sample: Scheduler for “non-donor in X months” to trigger automated follow-up.
3.5. Twilio
• Feature: SMS API Automation — Send automated SMS reminders upon lapsed status.
• Sample: POST to Twilio Programmable SMS with templated re-engagement message.
3.6. SendGrid
• Feature: Marketing Campaigns Automation — Drag-and-drop automater for dormant user email.
• Sample: Create automation with event: "last opened/clicked" > 6 months.
3.7. Constant Contact
• Feature: Autoresponder Series — Automate lapsed donor reactivation emails.
• Sample: Series triggered by list segment update.
3.8. Zapier
• Feature: Multi-step Automation — Watch CRM for lapsed donors, automate multiply action triggers.
• Sample: Gmail, SMS, Slack automations for donor alerts.
3.9. Pipedrive
• Feature: Workflow Automator — Trigger reminders/tasks for neglected donors.
• Sample: “Deal inactive X days” automation initiates outreach.
3.10. Microsoft Power Automate
• Feature: Scheduled/conditional flows — Automatedly detect conditions and execute follow-up actions.
• Sample: Flow: If “Donation Date” field > 90 days, send templated mail.
3.11. ActiveCampaign
• Feature: Automation Builder — Automates conditional emails for lapsed contacts.
• Sample: “If no donation in 4 months, send reengagement automation.”
3.12. Keap
• Feature: Campaign Builder — Automate sequence when giver segment set to “inactive”.
• Sample: Automated call-to-donate with reminder campaign.
3.13. Google Sheets
• Feature: App Script Automation — Script scans donation dates, sends notifications if threshold passed.
• Sample: OnEdit trigger, iterate rows, send mail if date old.
3.14. Monday.com
• Feature: Automation Recipes — Notify or assign follow-up task for lapsed donor.
• Sample: If column “Last Gift” > N days, auto-create outreach item.
3.15. Slack
• Feature: Incoming Webhook — Automated notifications on channel for lapsed donor activities.
• Sample: Trigger webhook post when donor inactivity flagged.
3.16. WhatsApp Business API
• Feature: Automated messaging workflow — Automating broadcast or template message for lapsed donors.
• Sample: Send message on inactivity event.
3.17. Shopify (for religious e-commerce/donations)
• Feature: Automated email via Shopify Flow — Automate donor reactivation reminders.
• Sample: Trigger flow on abandonment or inactivity.
3.18. Intercom
• Feature: Auto Messages — Send automated lapsed-donor chat or email.
• Sample: Inactivity-based message campaign.
3.19. Drip
• Feature: Automated Workflows — Detect subscriber inactivity, automate re-engagement.
• Sample: “If last donation > 90 days, start campaign.”
3.20. Klaviyo
• Feature: Flow Automations — Automate lapsed user flows, targeted by tags or inactivity.
• Sample: Condition for “last donation” event absent > X days.
3.21. Donorbox
• Feature: Donor Management Automation — Automated thank-you and reminder flows for expiration of recurring gifts.
• Sample: Configure sequence for donor inactivity threshold.
3.22. Freshdesk
• Feature: Ticket/automation rules — Auto-create follow-up tickets for lapsed donors
• Sample: Trigger rule on tagged CRM segments.
Benefits
4.2. Automator ensures no lapsed donor is left unengaged, boosting retention and recurring gifts.
4.3. Centralized automation improves message consistency and tracks response data for optimization.
4.4. Automatedly respects donor preferences, increasing positive interaction rates and reducing attrition.
4.5. Analytics-ready automation generates insight for future fundraising improvements.