Tracking and ranking donor engagement automatically

Purpose

1. Automate tracking and ranking of donor engagement using multi-channel data, creating real-time dashboards and automated communications for performance improvement.

2. Automates scoring donors on event attendance, donation frequency, email opens, volunteerism, and social participation to personalize outreach.

3. Automating this process ensures high-value donors receive timely acknowledgment, boosting retention and satisfaction.

4. Purpose extends to automated alerts for declining engagement, auto-enrollment into nurture campaigns, and automated export to CRMs and reporting tools.

Trigger Conditions

1. Automatedly triggered by new donation transaction in payment gateways or CRMs.

2. Engagement scoring initiated when donor clicks campaign links or RSVPs for events.

3. Automation fires upon completion of surveys, feedback forms, or social activity.

4. Recurring scheduled automation pulls data at set intervals (e.g., daily, weekly).

Platform Variants

1. Salesforce Nonprofit Cloud

• Feature/Setting: Automate ContactUpdate/Engagement History API to extract new activities; configure Process Builder trigger.
  

2. HubSpot

• Feature/Setting: List Membership API; set workflow to start when a contact revises donation or opens specific emails.
  

3. Mailchimp

• Feature/Setting: Automates engagement scoring via Email Activity API integration; configure event-based triggers.
  

4. Blackbaud Raiser's Edge NXT

• Feature/Setting: Automate donor activity fetch via REST API "ConstituentEngagement"; set webhook for new gifts.
  

5. QuickBooks Online

• Feature/Setting: Automate pulling transaction data via Transactions API; triggers donor ranking update.
  

6. Google Sheets

• Feature/Setting: Automated integration using Sheets API for scoring and updating donor records.
  

7. Microsoft Dynamics 365

• Feature/Setting: Automate DataConnector/Engagement API; auto-trigger workflows on event participation.
  

8. Eventbrite

• Feature/Setting: Automate event attendance pull with Event List API; update donor profiles automatically.
  

9. SurveyMonkey

• Feature/Setting: Automate response collection using Webhook/Event API to update engagement metrics.
  

10. Twilio

• Feature/Setting: Automate SMS triggers via Messaging API; auto-capture responses for engagement tracking.
  

11. Facebook Graph API

• Feature/Setting: Automates logging interactions from Page Likes/Events for donor engagement updates.
  

12. Slack

• Feature/Setting: Automate sending real-time team alerts via Incoming Webhooks; track private donation discussions.
  

13. Airtable

• Feature/Setting: Automate record creation/update via REST API when new donations or events occur.
  

14. Google Analytics

• Feature/Setting: Automate tracking email and landing page engagement via Measurement Protocol.
  

15. Zapier

• Feature/Setting: Acts as cross-platform automator; sample: auto-rank donor after CRM update.
  

16. Monday.com

• Feature/Setting: Automate updating donor boards via API; triggers based on new engagement data.
  

17. Trello

• Feature/Setting: Automate card movement via Power-Up when donor engagement thresholds met.
  

18. SendGrid

• Feature/Setting: Automate engagement tracking with Stats API; set triggers on email opens/clicks.
  

19. Stripe

• Feature/Setting: Automate event webhook on successful donations; auto-rank donors accordingly.
  

20. Google Calendar

• Feature/Setting: Automate event response logging via Calendar Events API; update and rank donors.
  

Benefits

1. Automates donor insights, allowing instant segmentation and personalized outreach.

2. Automation boosts efficiency by reducing manual data compilation.

3. Automated scoring improves donor retention through real-time recognition.

4. Automator provides timely intervention for at-risk donors via automation alerts.

5. Automatable engagement dashboards empower data-driven fundraising decisions.

6. Automating all stages increases transparency, engagement, and revenue growth.