Automated stewardship campaign follow-ups

Purpose

1.1. Automate personalized donation acknowledgment and stewardship campaign follow-ups to engage Armenian Apostolic church donors, foster recurring contributions, and provide transparent financial updates.
1.2. Automates the process of sending gratitude, narrative messaging, and impact reports to segmented donor lists, ensuring timely touchpoints across all channels.
1.3. Automator ensures no donor is left unthanked, aligns follow-up cadence with church events, and can automate escalation to human contact when flagged responses are detected.

Trigger Conditions

2.1. Donation submission received via online, in-person, or pledge forms.
2.2. Specified donation thresholds—e.g., $100+, first-time donor, or recurring giver—activate tailored campaign flows.
2.3. Calendar-based stewardship campaign milestones automatically triggering campaign steps.
2.4. Non-responses or incomplete pledge fulfillment automatedly trigger secondary personalized reminders.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS acknowledgments with Twilio Studio Flows; configure triggers on donation receipt event. Example config: Trigger = webhook from payment portal, Action = Send personalized SMS template.
3.2. SendGrid
• Feature/Setting: Automate email sequences via SendGrid Marketing Campaigns API; use dynamic lists and automatable scheduled follow-ups.
3.3. Mailchimp
• Feature/Setting: Automated Drip Campaigns; integrate automator to sync donor segments and configure conditional email journeys based on donation size/tier.
3.4. Salesforce Nonprofit Cloud
• Feature/Setting: Configure Process Builder to automate donor recognition, campaign task assignment, and escalation if repeat gifts are not received.
3.5. HubSpot
• Feature/Setting: Automate workflows for thank-you, impact follow-up, and segment-based campaign messaging via Marketing Automation API.
3.6. Google Sheets
• Feature/Setting: Automate record-keeping of donor activity, follow-up scheduling, and reporting via Apps Script and webhook triggers.
3.7. Airtable
• Feature/Setting: Automate stewardship tracking with automations; configure records to move from “New Donor” to “Thanked” on follow-up completion.
3.8. Slack
• Feature/Setting: Automate internal notifications to stewardship teams on donor milestones or overdue follow-up using Slack webhooks.
3.9. Asana
• Feature/Setting: Automate stewardship campaign task creation and project tracking through Asana’s API and event triggers.
3.10. Trello
• Feature/Setting: Automate card movement and checklist completion for donor journeys; trigger actions on form submissions.
3.11. Google Calendar
• Feature/Setting: Automate event creation/reminders for stewardship milestones using Calendar API and event triggers.
3.12. Microsoft Outlook
• Feature/Setting: Automate sending calendar invites and follow-up emails via Outlook REST API when stewardship event dates approach.
3.13. Zapier
• Feature/Setting: Multi-step automation builder to automate follow-up sequences connecting payment, messaging, and records platforms.
3.14. Stripe
• Feature/Setting: Automate notifications to donors on successful transactions via Stripe Webhook Events for instant thank-yous.
3.15. PayPal
• Feature/Setting: Automate donor segmentation and campaign entry via Instant Payment Notification (IPN) to trigger campaign automation.
3.16. Eventbrite
• Feature/Setting: Automate personalized follow-ups to event-attendees/donors using Eventbrite Webhooks, tying giving to gratitude.
3.17. Google Forms
• Feature/Setting: Automating response-based thank-you/impact communications using Google Forms and Apps Script triggers.
3.18. Intercom
• Feature/Setting: Automate in-app messaging or chat-based follow-ups; segment automatable messaging based on donor history.
3.19. WhatsApp Business API
• Feature/Setting: Automate template-based stewardship follow-up messages instantly after confirmed gifts.
3.20. Facebook Messenger Platform
• Feature/Setting: Automate Messenger flows for donor interaction, feedback collection, and scheduled gratitude messaging using Messenger API.

Benefits

4.1. Automates timely and consistent donor stewardship, deepening trust and engagement among Armenian Apostolic parishioners.
4.2. Frees clergy and financial staff from repetitive tasks, allowing focus on relationship-building and mission work.
4.3. Enhances data capture and reporting by automating donor interaction logs and feedback for annual stewardship reviews.
4.4. Automator reduces risk of stewardship lapses, increases recurring giving, and provides customizability for campaign pivots.
4.5. Automation ensures compliance with acknowledgment regulations and maximizes donor satisfaction for future fundraising events.