Purpose
1.2. Enables proactive recovery of failed or incomplete donation payments, automating follow-ups to maximize collections.
1.3. Provides tracking and reporting for recurring, one-time, and event-based donations, automating failure monitoring.
1.4. Ensures transparent communication regarding financial shortfalls or technical issues impacting automated giving.
1.5. Supports automatable escalation flows for repeated donation failures, automating reminders and alternate payment options.
Trigger Conditions
2.2. Automate on donor abandoned payment session or incomplete checkout.
2.3. Initiated by expired card information in recurring scheduled donations.
2.4. Detected via API webhook from donation form with a failed status.
2.5. Automate when no transaction confirmation is issued within a set timeframe post-intent submission.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Program automated SMS on failed donation via Twilio Programmable Messaging API (POST /Messages).
- Sample: Configure webhook for donation failure → trigger SMS to donor or admin.
3.2. SendGrid
- Feature/Setting: Automate transactional email alerts using SendGrid Mail Send API (/mail/send).
- Sample: Create dynamic template for failed payments, connect via integration to donation platform.
3.3. Slack
- Feature/Setting: Send automated notifications into finance or admin Slack channels with Slack Incoming Webhooks API.
- Sample: Configure webhook event from donation form to Slack channel on missed attempt.
3.4. Mailgun
- Feature/Setting: Automate follow-up email using Mailgun Messages API (/v3/messages).
- Sample: Hook failed payment from processor to automated personalized email.
3.5. Gmail
- Feature/Setting: Use Gmail API to automate sending branded alerts to donors/admins upon donation failure.
- Sample: Script to watch for failed payment and send customized Gmail notification.
3.6. Microsoft Teams
- Feature/Setting: Post automated messages to Teams channel using Teams Incoming Webhook connector.
- Sample: Configure donation processing system to send POST to Teams webhook URL on error.
3.7. Telegram
- Feature/Setting: Automator uses Telegram Bot API to send direct bot messages about failed donations.
- Sample: Deploy bot with sendMessage action on webhook trigger.
3.8. Pushover
- Feature/Setting: Automates push notifications to admins' mobiles via Pushover Message API (POST /messages.json).
- Sample: Configure to push instantly on payment gateway webhook.
3.9. HubSpot
- Feature/Setting: Use HubSpot Workflows API to automate contact updates and send follow-up emails on failed donation.
- Sample: Automatically assign task to admin for donor re-engagement.
3.10. Salesforce
- Feature/Setting: Automate donation failure record in CRM and assign follow-up task using Salesforce REST API (/services/data/vXX.X/sobjects/Task).
- Sample: Trigger on error event, populate donor details, and automated task scheduling.
3.11. Stripe
- Feature/Setting: Stripe Webhooks automation—subscribe to 'payment_intent.payment_failed' event.
- Sample: Pass webhook data to notification and recovery automator.
3.12. PayPal
- Feature/Setting: Automate IPN (Instant Payment Notification) or Webhook on failed transaction.
- Sample: Configure URL endpoint to catch and process failed payment messages.
3.13. Google Sheets
- Feature/Setting: Automated row appending/tracking of missed donations via Google Sheets API (append).
- Sample: Log all missed attempts and automate status/owner fields.
3.14. Zapier
- Feature/Setting: Use Catch Hook and Email/SMS actions to automate notifications in multi-step flows.
- Sample: Automate donation processor → Zapier webhook → Email/SMS without coding.
3.15. ActiveCampaign
- Feature/Setting: Automate failed payment follow-up with ActiveCampaign Automations and API webhook triggers.
- Sample: Move contact to nurture path on failed donations.
3.16. Freshdesk
- Feature/Setting: Create automated support ticket in Freshdesk via API post for follow-up on failed donations.
- Sample: Integrate payment error webhook to Freshdesk ticket creation endpoint.
3.17. Monday.com
- Feature/Setting: Automate new item in board via Monday API when donation attempt missed, for team visibility.
- Sample: Populate board column with donor, date, error code.
3.18. Zoho CRM
- Feature/Setting: Use Zoho CRM API to automate entry/log of missed donations and trigger workflow.
- Sample: Add note to donor record and schedule outreach.
3.19. Notion
- Feature/Setting: Create automated page or database row per failed attempt using Notion API.
- Sample: Track and annotate administrative resolution steps.
3.20. Discord
- Feature/Setting: Use Discord Webhooks to automate alert post in private admin channel on failed donation.
- Sample: Push all critical failure events for rapid review.
Benefits
4.2. Centralizes failure tracking for audit and analytics using automatable logging.
4.3. Reduces manual checks, automating the flow to free up staff time.
4.4. Supports transparent, automatedly consistent communication to maintain donor trust.
4.5. Enables scalable, automatable responses as donation volumes grow.