Fundraising event follow-ups

Purpose

1. Automate follow-up with donors post-fundraising events to maximize future donations, gratitude outreach, engagement, and data capture.

2. Automating thank-you messages, tax receipt delivery, event feedback requests, donor surveys, and reminders for recurring giving opportunities.

3. Streamline donation lifecycle management by integrating communication, reporting, and donor relationship enhancement between events.

Trigger Conditions

1. Automatedly triggered upon registering new donation entry following an event in donation management software.

2. Automated on event end date plus pre-set follow-up period (e.g., 2 days, 7 days, 1 month).

3. Automator schedules based on donor attributes, donation thresholds, or specific engagement tags.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use “Send Message” API to automate SMS thank-yous and reminders.
  
• Sample: Configure event-based trigger to call Twilio SMS API with donor name/amount placeholders.
  

2. SendGrid

• Feature/Setting: Automate transactional and scheduled email sequences using Marketing Campaigns API.
  
• Sample: Automate sending personalized emails with event highlights and receipts post-event.
  

3. Salesforce Nonprofit Cloud

• Feature/Setting: Use Process Builder/Flow to automatically trigger donor journey emails and donor record updates.
  
• Sample: Automation rules for new donor or event participation update donor status.
  

4. Mailchimp

• Feature/Setting: Automate follow-up email series with event-specific audiences using Campaign API.
  
• Sample: Configure tag-based audience post-event and schedule automated feedback requests.
  

5. HubSpot

• Feature/Setting: Automator for post-event workflows with follow-up email, donation reminder, and feedback survey.
  
• Sample: Pipeline automation triggers sequence when new fundraising event contact is tagged.
  

6. Slack

• Feature/Setting: Use Incoming Webhooks to automate internal notifications to fundraising teams after donor interactions.
  
• Sample: Send a Slack message to #fundraising-updates channel upon each new post-event donation.
  

7. Microsoft Teams

• Feature/Setting: Automate announcements or reminders with the Teams API for fundraising follow-up schedules.
  
• Sample: Automated event summary post in a Teams channel after event wrap-up.
  

8. Zoho CRM

• Feature/Setting: Workflow Rules to automate follow-up call tasks and donor segmentation.
  
• Sample: Automator generates call tasks for donor follow-up based on donation size.
  

9. Google Sheets

• Feature/Setting: Use Google Sheets API to log each follow-up action automatically for reporting.
  
• Sample: Append new row from automation when follow-up completed for audit trails.
  

10. Google Calendar

• Feature/Setting: Auto-create follow-up task events for teams using the Events API.
  
• Sample: Automation adds “Donor Thank-you Call” event to assigned volunteer calendar.
  

11. Freshdesk

• Feature/Setting: Automate donor tickets creation for unresolved queries post-event via API.
  
• Sample: Trigger Freshdesk ticket if donor feedback response is negative.
  

12. ActiveCampaign

• Feature/Setting: Automate drip campaigns with the Automations endpoint post-donation.
  
• Sample: Automatically start a “Gratitude and Feedback” automation after event donation logged.
  

13. Airtable

• Feature/Setting: Automate donor engagement records with Airtable Automations API.
  
• Sample: Create linked records and update donor status automatically after event.
  

14. Jotform

• Feature/Setting: Automate feedback survey delivery and response capture using Webhooks integration.
  
• Sample: Send automated survey links by email and store results in CRM.
  

15. WhatsApp Business API

• Feature/Setting: Automate personalized thank-you and follow-up messages post-event.
  
• Sample: Schedule WhatsApp message sequences based on donor event participation.
  

16. Shopify

• Feature/Setting: Automate follow-up with donors who made purchases or donations through event stores.
  
• Sample: Use Order API to trigger thank-you messaging and upsell automated flows.
  

17. Eventbrite

• Feature/Setting: Automate thank-you and feedback to attendees via Event API post-fundraising.
  
• Sample: Trigger series of emails using attendee list from event registration data.
  

18. QuickBooks

• Feature/Setting: Automate tax receipt generation and delivery for donations with Invoice API.
  
• Sample: Automatically email donation receipts to donors after fundraising event.
  

19. Zoom

• Feature/Setting: Automate follow-up with event participants using Webinar API.
  
• Sample: Trigger email thanking attended donors and offer future event invitations.
  

20. Stripe

• Feature/Setting: Automate payment confirmation and gratitude emails post-donation with Webhooks.
  
• Sample: Automation sends personalized thank-you after payment received.
  

Benefits

1. Automatedly increases donor retention via timely, personalized engagement.

2. Reduces staff time by automating repetitive follow-up and gratitude tasks.

3. Improves reporting and auditability with automated data entries.

4. Scales donor engagement and fundraising operations for multiple or large events.

5. Allows for automating insightful feedback collection, enabling data-driven fundraising strategy refinements.