Purpose
1. Automate the onboarding of new donors or members with targeted, timely welcome messages across multiple channels.
2. Ensure all new members receive relevant information and engagement prompts to encourage retention and participation.
3. Automate sequential communications, resource sharing, fundraising orientation, and event invitations in a consistent, branded manner.
4. Reduce manual effort and error rate for staff while creating a personalized, automated member experience.
Trigger Conditions
1. New member added to CRM or database.
2. Online membership form completed and submission confirmed.
3. Payment processed for donation or membership fee.
4. API webhook from donation/membership portal indicating new sign-up.
Platform Variants
1. Salesforce
• Feature/Setting: Process Builder or Flow Builder — configure automation to initiate welcome email series upon new contact record creation.
2. HubSpot
• Feature/Setting: Automated Workflows — trigger a membership-based workflow with welcome email series and task reminders.
3. Mailchimp
• Feature/Setting: Customer Journeys or Automation — automate sequenced welcome emails to new subscribers.
4. Zapier
• Feature/Setting: Zap automator — connect form submissions to automated email/SMS actions through prebuilt "Zaps".
5. Make (Integromat)
• Feature/Setting: Scenario with webhook trigger — automate multi-step, conditional messaging flows for new members.
6. ActiveCampaign
• Feature/Setting: Automations — automate personalized welcome journey and tagging of new membership contacts.
7. Constant Contact
• Feature/Setting: Automated Email Series — automate welcome emails to segmented membership groups.
8. Microsoft Power Automate
• Feature/Setting: Automated Flow — connect SharePoint/Excel/Forms to automated email, Teams, or SMS notifications.
9. Twilio
• Feature/Setting: Programmable Messaging API — send automated welcome SMS or WhatsApp messages.
10. SendGrid
• Feature/Setting: Marketing Campaigns Automation — automate onboarding email series to new donor/member segments.
11. Google Workspace
• Feature/Setting: Apps Script automation — automate Google Sheets/Forms-driven welcome sequences via Gmail.
12. Slack
• Feature/Setting: Workflow Builder — automate posting welcome messages in private or group channels upon new member join.
13. Pipedrive
• Feature/Setting: Workflow Automation — automate sequences when new contacts are added or specific deals are created in arts donor pipelines.
14. Segment
• Feature/Setting: Automated Destination Functions — route new-member events to any marketing or engagement tool for automation.
15. Airtable
• Feature/Setting: Automations Beta — trigger welcome emails or assign tasks when new records are added to membership base.
16. Emma
• Feature/Setting: Automated Emails — automate welcome and orientation series customized for donor tiers or interests.
17. Klaviyo
• Feature/Setting: Flows — automate multi-touchpoint welcome and re-engagement sequences tailored to demographic and behavioral data.
18. Intercom
• Feature/Setting: Outbound Messages & Series — automated in-app, email, and push welcome sequences for digital members.
19. Freshdesk
• Feature/Setting: Automations — create tickets and send automated onboarding messages for new donors tracked in support CRM.
20. Smartsheet
• Feature/Setting: Automated Workflows — automate welcome notifications and onboarding checkpoints for each new row entry.
21. Typeform
• Feature/Setting: Webhooks + Integrations — automate the transfer of respondent data to email/SMS automation platforms.
Benefits
1. Automates all touchpoints for rapid, consistent new member experiences.
2. Drives higher initial engagement with arts organization and quickens donor/member onboarding.
3. Reduces manual workload and the risk of human error via automated systems.
4. Facilitates automating segmentation and personalization for diverse audiences.
5. Enables actionable data capture for reporting throughout the automated onboarding journey.
6. Supports automating follow-ups and reminders for events, giving cycles, or volunteer opportunities.
Donor and Member Management