Donation & Giving ManagementPurpose
1.2. Automate milestone celebrations for donors reaching significant giving thresholds (e.g., first gift, major giving tiers, anniversaries).
1.3. Increase donor retention and engagement by ensuring every contribution is recognized and milestones are celebrated at the right moment.
1.4. Automating these processes reduces manual effort, minimizes missed acknowledgments, and provides a consistent donor experience.
Trigger Conditions
2.2. Donor reaches a predefined cumulative giving amount.
2.3. Anniversary date of first or recurring donation.
2.4. Special occasions (e.g., donor’s birthday, Giving Tuesday, year-end).
2.5. Automatedly detect lapsed donors for win-back appreciation messaging.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS sending via Twilio API; configure SMS templates for donor thank-yous and milestones using Message API.
• Sample: Automator triggers POST to /Messages endpoint with personalized body and donor phone.
3.2. SendGrid
• Feature/Setting: Automate emails with SendGrid’s Mail Send API; configure transactional templates for appreciation and milestone recognition.
• Sample: Automator triggers POST to /mail/send with template_id mapped to donor event.
3.3. Mailchimp
• Feature/Setting: Trigger email automation workflows via Mailchimp API on donation/milestone events.
• Sample: Automator triggers campaign for donor segment or uses Automation endpoint.
3.4. Slack
• Feature/Setting: Automate internal Slack channel notifications to celebrate donor milestones using Slack Incoming Webhooks.
• Sample: Automator sends POST with message text to designated channel webhook.
3.5. HubSpot
• Feature/Setting: Use HubSpot Workflows API to automate contact property changes and automated email follow-up.
• Sample: Automator triggers workflow enrollment for donors crossing milestones.
3.6. Salesforce
• Feature/Setting: Use Salesforce Flow or Process Builder to automate donor appreciation task creation and email alerts.
• Sample: Automator triggers Process Builder on Opportunity Closed/Won or custom triggers.
3.7. Zapier
• Feature/Setting: Automate multi-step app integrations for donation and milestone triggers.
• Sample: Automator configures Zap between donation source and communication channel.
3.8. Google Sheets
• Feature/Setting: Log donations and automate triggers when donor data hits milestones using Google Apps Script.
• Sample: Automator script scans donation log and sends emails/SMS.
3.9. Airtable
• Feature/Setting: Use Airtable Automations to trigger emails/messages on donation data changes.
• Sample: Automator “When record matches conditions” automation.
3.10. ActiveCampaign
• Feature/Setting: Automate email journeys via Donation/Milestone triggers using Automations API.
• Sample: Automator tags contact and launches automated sequence.
3.11. Constant Contact
• Feature/Setting: Trigger automated email campaigns with API-triggered campaign sends.
• Sample: Automator sends POST to /emailmarketing/campaigns endpoint.
3.12. Pipedrive
• Feature/Setting: Automate activity creation and email sends via Workflow Automation for donor deals.
• Sample: Automator triggers on closed Donation deal.
3.13. Microsoft Power Automate
• Feature/Setting: Automate event-driven flows across Microsoft 365; send appreciation emails via Outlook.
• Sample: Flow triggers on new data in Excel/SharePoint.
3.14. Intercom
• Feature/Setting: Automate in-app or email messages on donor milestones using Intercom event-based automation.
• Sample: Automator sends custom event to trigger messaging.
3.15. Klaviyo
• Feature/Setting: Automate donor segments and flows for milestone celebrations via Klaviyo’s API.
• Sample: Automator triggers event for flows tied to donation milestones.
3.16. WhatsApp Business API
• Feature/Setting: Send automated WhatsApp gratitude/milestone messages using Messages endpoint.
• Sample: Automator triggers POST to /messages with donor details.
3.17. Facebook Messenger API
• Feature/Setting: Automate Messenger thank-yous and celebration blasts via Conversations endpoint.
• Sample: Automator pushes event to Messenger recipient.
3.18. Zoho CRM
• Feature/Setting: Automate appreciation and celebration emails using Zoho Workflow Rules.
• Sample: Automator triggers workflow on Donor milestone field update.
3.19. Donorbox API
• Feature/Setting: Pull donation data and automate messaging; configure Webhooks for instant automations.
• Sample: Automator listens to Webhook and sends notifications.
3.20. Eventbrite
• Feature/Setting: Automate post-event donor follow-ups for those who attend fundraising; use Webhooks/Event API.
• Sample: Automator triggers targeted email/SMS for milestone attendees.
Benefits
4.2. Reduces administrative work through automated triggers and responses.
4.3. Ensures no donor is overlooked by automating appreciation at the right time.
4.4. Enhances donor loyalty with consistent, automated communications.
4.5. Empowers staff to focus on community rather than repetitive tasks, leveraging automator workflow optimization.