Donation & Fundraising ManagementPurpose
1.2. Aim to reduce manual workload, minimize errors, provide instant notifications, enable real-time attendee count, and cultivate donor engagement pre-, during, and post-event.
1.3. Tracks each registrant’s journey from event signup to post-event donation acknowledgment, storing data in a centralized system and enabling multi-channel communication.
Trigger Conditions
2.2. Direct email or SMS response with registration intent detected.
2.3. Webhook or API call received from website, social media, or sponsored listing.
2.4. CRM entry or spreadsheet row is created/updated for new registrant.
Platform Variants
3.1. Google Forms
• Feature/Setting: On Form Submit trigger; configure linked Google Sheet or webhook to downstream flow.
3.2. Typeform
• Feature/Setting: Webhook integration to catch submission event; send responses to event management system.
3.3. Microsoft Forms
• Feature/Setting: “When a new response is submitted” trigger in Microsoft Power Automate; configure to push data to CRM.
3.4. Eventbrite
• Feature/Setting: Event Order webhook; use API to fetch registrant and push to donor management.
3.5. Mailchimp
• Feature/Setting: Automated tag assignment and campaign email triggers upon new list signup; configure “Join Event” trigger.
3.6. Salesforce
• Feature/Setting: “Create Record” trigger on custom Event Registration object; use Process Builder to initiate confirmation flows.
3.7. HubSpot
• Feature/Setting: Workflow automation on new contact with “event registrant” property; automate invitation, reminders, and post-event surveys.
3.8. Zoho CRM
• Feature/Setting: Webform integration; blueprint to update lead status and initiate email flow upon new event entry.
3.9. Airtable
• Feature/Setting: New row in event registrations view triggers automation; link records to donors table.
3.10. JotForm
• Feature/Setting: Webhook POST on form submission to event registration database.
3.11. Twilio
• Feature/Setting: Incoming SMS with event keyword triggers webhook to registration backend and auto SMS confirmation.
3.12. Stripe
• Feature/Setting: Payment intent succeeded webhook; validates registration upon donation received.
3.13. PayPal
• Feature/Setting: IPN (Instant Payment Notification) to confirm registration post-payment.
3.14. SendGrid
• Feature/Setting: Automated transactional emails for confirmations and reminders, triggered via API.
3.15. Slack
• Feature/Setting: New registration notification sent to fundraising team channel via Incoming Webhook.
3.16. Trello
• Feature/Setting: Create card in fundraising board when registration submitted, using API.
3.17. Asana
• Feature/Setting: Task creation or update in event project for every new attendee via webhook.
3.18. DocuSign
• Feature/Setting: Automated sending of event waiver signature request upon registration.
3.19. Google Calendar
• Feature/Setting: Event creation or attendee invite automation when new registration received.
3.20. Intercom
• Feature/Setting: New user event-driven messaging workflow upon registration.
3.21. Shopify
• Feature/Setting: Custom event product purchase triggers registration confirmation flow.
3.22. Zapier
• Feature/Setting: Multi-step workflow with event registration trigger and action to CRM/email/notification apps.
3.23. Monday.com
• Feature/Setting: Item creation in event board for each new registration, automated status updates.
3.24. Freshdesk
• Feature/Setting: Create support ticket for follow-up or specific donor engagement requests on registration.
3.25. QuickBooks
• Feature/Setting: Invoice or donation entry auto-generation for registrant/payee.
Benefits
4.2. Ensures real-time notifications and timely communications to attendees and team.
4.3. Centralizes all registrant and donor data for better tracking and future engagement.
4.4. Automates multi-channel follow-ups and reminders.
4.5. Enhances reporting and analytics for event performance and donor insights.
4.6. Provides scalability for small and large fundraising events alike.