Regular donor recurring payment reminders

Purpose

1.1. Automate regular reminders to recurring donors for upcoming or missed payments, ensuring timeliness in church donation cycles.
1.2. Automate donor engagement by automating personalized payment prompts according to donation schedules (monthly, quarterly, etc.).
1.3. Automate communication compliance with tax and donor acknowledgement policies.
1.4. Automate cross-platform messaging for reminders via SMS, email, push, and in-app notifications.

Trigger Conditions

2.1. Scheduling logic automates reminders X days before payment due date.
2.2. Failed payment status automates retry notifications.
2.3. Recurring donation sign-up automates welcome and first reminder series.
2.4. Donor inactivity triggers automates re-engagement reminders.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Use Programmable SMS API; configure automated reminder message templates and trigger workflows for donor phone numbers.
3.2. SendGrid
- Feature/Setting: Automate transactional email reminders with Dynamic Templates and Mail Send API for donor emails.
3.3. Mailchimp
- Feature/Setting: Automate email campaigns using Pre-built Journeys; trigger based on custom fields (next payment date).
3.4. Slack
- Feature/Setting: Automate channel notifications for admin alerts via Incoming Webhooks API when payments are overdue.
3.5. Google Calendar
- Feature/Setting: Automate event creation for internal finance schedules using Calendar API insert event method.
3.6. Salesforce
- Feature/Setting: Automate recurring donation reminders using Process Builder; integrate with Email Service API.
3.7. Stripe
- Feature/Setting: Automate payment reminders using Billing Subscription’s webhook events (invoice.upcoming).
3.8. PayPal
- Feature/Setting: Automate invoice notification via Invoicing API and webhook (INVOICING.INVOICE.REMINDER).
3.9. Pipedrive
- Feature/Setting: Automate activity reminders for recurring donations using Activities API.
3.10. HubSpot
- Feature/Setting: Automate follow-up emails with Workflows API and custom donation lifecycle fields.
3.11. Zapier
- Feature/Setting: Automate multi-platform reminder chains using Zaps triggered by payment or calendar dates.
3.12. ActiveCampaign
- Feature/Setting: Automate reminder series with Automations builder for date-based triggers.
3.13. Constant Contact
- Feature/Setting: Automate scheduled donor reminder campaign with EventSpot integration.
3.14. Microsoft Outlook
- Feature/Setting: Automate email reminders using Power Automate and Outlook REST API triggers.
3.15. Google Sheets
- Feature/Setting: Automate donor tracking with Apps Script that triggers email or SMS when due dates approach.
3.16. WhatsApp Business API
- Feature/Setting: Automate sending templated payment reminder notifications using automated chats.
3.17. Intercom
- Feature/Setting: Automate automated in-app messages for donors using custom triggers based on activity.
3.18. QuickBooks
- Feature/Setting: Automate recurring invoice notifications via Recurring Templates and Email Automation.
3.19. Facebook Messenger
- Feature/Setting: Automate scheduled reminders with Messenger Platform Send API and chatbots.
3.20. Amazon SES
- Feature/Setting: Automate bulk and transactional donor reminder emails using SendRawEmail API.
3.21. Airtable
- Feature/Setting: Automate donor database reminders using Automations feature with scheduled actions.
3.22. Monday.com
- Feature/Setting: Automate task and follow-up assignment for donation admins using Timeline Automations.
3.23. Notion
- Feature/Setting: Automate donor reminder tracking with Notion API; automated notifications via integrations.

Benefits

4.1. Automating reminders increases payment reliability and donor engagement.
4.2. Automated reminders reduce manual admin work, freeing resources.
4.3. Automates compliance with financial and donation acknowledgment requirements.
4.4. Automation enhances reporting and donor communication transparency.
4.5. Automating cross-channel outreach increases donor response rates.