New donor onboarding sequence

Purpose

1.1. Streamline and personalize onboarding for new donors to enhance engagement, build trust, and increase donor retention.
1.2. Ensure immediate acknowledgment, deliver educational resources, segment donor journeys, schedule automated follow-up, collect feedback, and integrate communication across channels.
1.3. Synch donor data with fundraising, marketing, and CRM systems for a unified donor experience.

Trigger Conditions

2.1. New donor record created in CRM or fundraising platform via donation form submission.
2.2. Successful payment event detected by payment processor API.
2.3. Opt-in by donor to receive communications at donation touchpoint.
2.4. Webhook notification from donation page or form.

Platform Variants

3.1. Salesforce Nonprofit Cloud
• REST API: Configure POST to create new Contact; use Process Builder for post-donation actions.
3.2. HubSpot
• Workflow: Trigger on new contact with “Donor” property; automate email series.
3.3. Blackbaud
• SKY API: Monitor Giving Data endpoint, trigger workflows upon new entry.
3.4. Stripe
• Webhooks: Listen for “payment_intent.succeeded,” push donor to CRM.
3.5. Donorbox
• Zapier Integration: Event—New Donation; Action—trigger onboarding flow.
3.6. Mailchimp
• API/Automation: Add donor to onboarding sequence; trigger email journey.
3.7. Google Sheets
• Apps Script/Triggers: On new row, launch sequence via external webhook.
3.8. SendGrid
• Marketing Campaigns API: Enroll donor in welcome campaign.
3.9. Twilio SMS
• Messaging API: Send personalized welcome SMS to new donor number.
3.10. Slack
• Incoming Webhooks: Notify fundraising team of new onboarding initiation.
3.11. Microsoft Dynamics 365
• Power Automate: Trigger flow for new donor entity, automate tasks.
3.12. Constant Contact
• API: Add donor to welcome series; send follow-up emails.
3.13. ActiveCampaign
• Automations: Start onboarding automation when donor tag assigned.
3.14. Intercom
• Conversations API: Send automated welcome chat message.
3.15. SurveyMonkey
• Webhooks: Trigger survey invite for new donor feedback.
3.16. Airtable
• Automation: On new donor record, trigger welcome email via integration.
3.17. Monday.com
• Automations: Create new onboarding item, auto-assign follow-up tasks.
3.18. Trello
• Automation/Butler: Generate and move onboarding card for new donor.
3.19. Calendly
• Webhooks: Invite new donor to book intro call post-donation.
3.20. Google Workspace
• Apps Script: Send custom onboarding email via Gmail API.
3.21. Typeform
• Webhook: Collect interest/preferences post-donation, push to CRM.
3.22. Redtail CRM
• API: Create activity record for donor onboarding.
3.23. QuickBooks Online
• App integration: Record donation transaction and trigger thank-you note.
3.24. Zendesk
• API: Open onboarding ticket for donor support request.

Benefits

4.1. Reduces manual effort and boosts operational efficiency for donor services.
4.2. Delivers timely, multi-channel communication to enhance new donor experience.
4.3. Enables targeted stewardship and donor segmentation from first contact.
4.4. Centralizes donor-related data for accurate reporting and improved follow-up.
4.5. Accelerates feedback collection and enables rapid resolution of donor inquiries.
4.6. Increases donor lifetime value through sustained, personalized engagement.