Purpose
1. Automate reactivation campaigns for lapsed donors to increase blood donations and maintain a healthy donor base.
2. Automated campaigns target individuals whose last donation was beyond a set period, encouraging them to return.
3. Automate reminders, outreach, follow-ups, and personalized incentives for inactive donors through multiple platforms.
4. Automating these workflows improves engagement, reduces manual outreach effort, and boosts retention rates in donor management.
Trigger Conditions
1. Automatedly detect lapsed donor status based on the last donation date passing a configurable threshold (e.g., 6 months).
2. Donor record flagged as inactive in the CRM.
3. No activity detected in communication channels for a predefined period.
4. Campaigns triggered on set schedule (monthly/quarterly).
5. New donor incentives or health campaigns configured for outreach.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automate outbound SMS via programmable messaging API; configure webhook for trigger response (sample: Send message to '+1XXXXXXX', body: "We miss you at [Blood Center]. Book your donation today: [link]").
2. SendGrid
- Feature/Setting: Automate email delivery using Transactional Templates API; configure recipient list and Reactivation Email Template (sample: Dynamic template with last donation date merge tag).
3. HubSpot
- Feature/Setting: Automate workflows; enroll lapsed donors in automated email/SMS campaigns through Workflow Automation.
4. Salesforce
- Feature/Setting: Automate campaign launch with Flow Builder, selecting Lapsed Donor segment and automating multi-channel messaging.
5. Mailchimp
- Feature/Setting: Automate customer journeys; map lapsed donors to audience segment and automatedly send targeted follow-up emails.
6. ActiveCampaign
- Feature/Setting: Automate contact management using 'If/Else' automation for lapsed/inactive donors and trigger personalized campaigns.
7. Zendesk
- Feature/Setting: Automate ticket creation when donor is identified as lapsed, assign to outreach team for follow-up through Zendesk API.
8. Slack
- Feature/Setting: Automator posts internal notification to outreach team channel via Incoming Webhook on lapsed donor triggers.
9. Google Sheets
- Feature/Setting: Automatically update or append donor records when campaign is triggered using Sheets API integration.
10. Microsoft Dynamics 365
- Feature/Setting: Automate segmentation and initiate Campaign Automation Workflow targeting inactive donors.
11. Constant Contact
- Feature/Setting: Automate reactivation email series using Autoresponder feature and segmented lapsed donor lists.
12. WhatsApp Business API
- Feature/Setting: Automate sending WhatsApp messages to lapsed donors using templated reminders and quick booking links.
13. Facebook Messenger
- Feature/Setting: Automate Messenger campaigns with custom bots for personalized outreach to flagged donors.
14. Zapier
- Feature/Setting: Use multi-step Zap to automate fetching lapsed donor data, triggering email/SMS, and logging status in CRM.
15. Intercom
- Feature/Setting: Automate in-app and email re-engagement campaigns based on activity triggers and custom tags.
16. Airtable
- Feature/Setting: Automate donor tracking, email reminders, and follow-up logging through the Automations dashboard.
17. Marketo
- Feature/Setting: Smart Campaigns trigger automated emails and SMS to lapsed donors, scheduled based on inactivity.
18. Pipedrive
- Feature/Setting: Automate workflow by triggering lapsed donor follow-up activities and logging status in contacts.
19. Omnisend
- Feature/Setting: Automate omnichannel reactivation flows via email, SMS, and push using prebuilt automations for lapsed contacts.
20. Elastic Email
- Feature/Setting: Automate scheduled reactivation campaigns through Automation Contacts API filtering for inactive donors.
21. Klaviyo
- Feature/Setting: Segment lapsed donors and automate flow triggers to send multi-channel reactivation content.
22. Iterable
- Feature/Setting: Abandoned/lapsed segment triggers cross-channel reactivation messages with user journey automation.
23. Monday.com
- Feature/Setting: Use automations to move lapsed donors to follow-up board and automate notifications/tasks.
24. ClickSend
- Feature/Setting: Automate bulk SMS reminders to lapsed donors using SMS Campaign API endpoint.
25. Freshdesk
- Feature/Setting: Ticket automations initiate follow-up tasks for lapsed donors and track outreach status.
Benefits
1. Automated systems ensure consistent donor engagement without manual effort.
2. Automation reduces donor lapse rates and boosts repeat donation frequency.
3. Automating reactivation campaigns increases operational efficiency and accuracy.
4. Multichannel automation delivers targeted messaging, improving response rates.
5. Data-driven automation allows for rapid iteration and personalization of donor communication.
6. Automatable workflows free staff to focus on high-value, person-to-person engagement.
7. Scalable automation handles large donor bases with minimal marginal cost.
8. Automated tracking ensures compliance and process transparency for donor outreach campaigns.
9. Automating reintegration nurtures long-term donor relationships.
10. Centralized automator interface gives unified campaign control and reporting.