Lapsed donor re-engagement automation

Purpose

1.1. Automatically identify animal shelter donors whose giving has lapsed by a pre-set period (e.g., 6 or 12 months).
1.2. Initiate personalized, multi-channel outreach encouraging donor re-engagement and new giving cycles.
1.3. Update donor profiles and maintain accurate engagement records across CRM, email, and communication systems.
1.4. Support ongoing fundraising by reactivating past supporters, increasing lifetime donor value, and stabilizing shelter support flows.
1.5. Reduce manual donor tracking and follow-up workload for fundraising staff.

Trigger Conditions

2.1. Donor record shows no donation activity after threshold period (e.g., 180 days).
2.2. Anniversary of last donation date passes with no new contribution logged.
2.3. CRM status or field (e.g., "Last Donation Date" or "Lapsed" status) updated.
2.4. Flag from finance database indicating at-risk donor status.
2.5. Periodic batch query (daily/weekly) scanning all donor records for lapsed status.

Platform variants

3.1. Salesforce Nonprofit Cloud
• Function: Flow Builder – Create Flow to send initial and scheduled follow-ups based on donor last gift date.
3.2. HubSpot
• API: Contacts API + Workflows – Segmentation on "Last Donation Date" and automated email sequence.
3.3. Bloomerang
• Feature: Filters + Email Tool – Smart list of lapsed donors and auto-email configuration.
3.4. DonorPerfect
• API: Data Export and Integration – Query lapsed donors, export to mailer tool, update records post-contact.
3.5. Blackbaud Raiser's Edge NXT
• Feature: Workflow Designer – Trigger actions when gift inactivity surpasses threshold.
3.6. Constant Contact
• API: Add Contacts to List – Auto-add lapsed donors to reactivation campaign list and send drip emails.
3.7. Mailchimp
• Function: Audience Segments + Automated Email Journeys – Define segment and initiate template series.
3.8. Twilio
• API: Programmable Messaging – Send SMS or WhatsApp to lapsed donors with personalized re-engagement prompt.
3.9. ActiveCampaign
• Feature: Automation Builder – Monitor custom donor fields and trigger multi-step outreach.
3.10. Zapier
• Function: Multi-app automation workflow (CRM to Gmail/text/Slack/etc.) for lapsed donor notifications and actions.
3.11. Google Sheets
• API: Apps Script – Run timed scan over donations spreadsheet, flag lapsed donors, trigger Gmail/integrations.
3.12. Gmail/Google Workspace
• API: Automated mail merge with personalized templates for lapsed donor reminders.
3.13. SendGrid
• API: Marketing Campaigns – Trigger email drip to lapsed contacts uploaded via API.
3.14. Microsoft Dynamics 365
• Feature: Power Automate Flow – Monitor donor inactivity, auto-send re-engagement emails or Teams alerts.
3.15. ClickSend
• API: SMS Campaigns – Send batch text reminders to donor phone numbers flagged as lapsed.
3.16. Slack
• API: Incoming Webhooks – Alert fundraising staff in a dedicated channel when a high-value donor lapses.
3.17. Facebook Messenger (Meta API)
• API: Automated Messenger trigger to send engagement prompt to lapsed donors with page opt-in.
3.18. Intercom
• API: Message automation for lapsed donor segments within chat/messaging interface.
3.19. Monday.com
• API: Integrations – Update "Lapsed Donor" status on board, auto-assign call tasks to staff.
3.20. Trello
• API: Create card in "Donor Follow-up" list for donors who lapse, assign responsible user for call/email.
3.21. Freshdesk
• API: Open donor re-engagement support ticket for call-back.
3.22. Smartsheet
• Feature: Automated workflow to assign, track, and update lapsed donor contacts/recoveries.
3.23. Shopify
• API: Customer re-engagement email campaign for past-donor store customers.
3.24. SurveyMonkey
• API: Send ‘why stopped donating?’ survey to lapsed supporter segments.
3.25. Pipedrive
• API: Automatic activity creation for donor management outreach upon status change.

Benefits

4.1. Maximizes donor lifetime value and total giving by recovering previously engaged supporters.
4.2. Minimizes the risk of donor churn with timely, multi-channel reminders.
4.3. Reduces manual list building and task assignment for donor management staff.
4.4. Ensures communications are personalized, consistent, and tracked in core CRM systems.
4.5. Provides visibility to fundraising leaders on re-engagement effort outcomes and donor recapture rate.
4.6. Frees up time for fundraising teams to focus on in-person stewardship and relationship building.