Fundraising and donation campaign tracking

Purpose

1. Automate the complete lifecycle of tracking, managing, and reporting on fundraising and donation campaigns for agricultural high schools.

2. Record donation pledges, receipts, and donor information from multiple channels.

3. Notify stakeholders of campaign progress and send thank-you messages to donors.

4. Integrate with CRM, accounting, email, and notification systems for transparency and efficiency.

5. Aggregate results into dashboards and export data for compliance and audits.

Trigger Conditions

1. Submission of a donation via online form or payment portal.

2. Receipt of offline donation entry in CRM or accounting system.

3. Reaching predefined campaign milestones or targets.

4. Scheduled reporting interval (daily, weekly, monthly).

5. Identification of high-value donors for special follow-ups.

Platform Variants

1. Salesforce

• Feature/Setting: Configure Process Builder/Flow to trigger on new Donation record creation.
  
• API: /services/data/vXX.X/sobjects/Donation
  

2. Microsoft Power Automate

• Feature/Setting: Automated flow—trigger on SharePoint donation list item added.
  
• API: SharePoint HTTP actions
  

3. Zapier

• Feature/Setting: Webhook trigger for external donation forms; multi-app action chain.
  
• API: Webhooks, CRM app actions
  

4. Stripe

• Feature/Setting: Webhook "payment_intent.succeeded" or "charge.succeeded" triggers campaign workflow.
  
• API: /v1/webhook_endpoints
  

5. PayPal

• Feature/Setting: IPN notification listener for transactions marked as donations.
  
• API: /v1/notifications/webhooks
  

6. Blackbaud Raiser's Edge NXT

• Feature/Setting: Create workflow for "Gift Added" event.
  
• API: /gift/v1/gifts
  

7. Google Sheets

• Feature/Setting: On row added event—log donation info and trigger follow-up via Google Apps Script.
  
• API: Apps Script triggers
  

8. Mailchimp

• Feature/Setting: Automated email to donor on successful donation via Campaign API.
  
• API: /3.0/automations
  

9. Twilio SMS

• Feature/Setting: Notify administration via SMS for major donations using "Message" API.
  
• API: /2010-04-01/Accounts/{AccountSid}/Messages.json
  

10. SendGrid

• Feature/Setting: Thank-you email on transaction completion using Transactional Templates.
  
• API: /v3/mail/send
  

11. QuickBooks Online

• Feature/Setting: Auto-create donation receipts and ledger entries.
  
• API: /v3/company/{companyId}/salesreceipt
  

12. Slack

• Feature/Setting: Post campaign progress to dedicated channel using Incoming Webhooks.
  
• API: /api/chat.postMessage
  

13. Trello

• Feature/Setting: Add card on donation received for campaign team tracking.
  
• API: /1/cards
  

14. Monday.com

• Feature/Setting: Update campaign board items with new donors.
  
• API: /v2/ (GraphQL)
  

15. HubSpot

• Feature/Setting: Log donations as Deals/Custom Objects with workflow trigger on addition.
  
• API: /crm/v3/objects/deals
  

16. Notion

• Feature/Setting: Automatic donation database update and staff tasks assignment.
  
• API: /v1/pages
  

17. Airtable

• Feature/Setting: Add donation record; automation to link records and email staff.
  
• API: /v0/{baseId}/{tableName}
  

18. Eventbrite

• Feature/Setting: Pull attendees/donors from campaign events to generate donor updates.
  
• API: /v3/events/{event_id}/attendees
  

19. DocuSign

• Feature/Setting: Auto-send donor agreements or tax forms post-donation.
  
• API: /v2.1/accounts/{accountId}/envelopes
  

20. Xero

• Feature/Setting: Sync donations as transactions and send automated receipts.
  
• API: /api.xro/2.0/Receipts
  

Benefits

1. Ensures error-free recording and centralized tracking of donations.

2. Drastically reduces manual time for staff on donor engagement and reporting.

3. Improves donor satisfaction by immediate acknowledgment and follow-ups.

4. Increases transparency and enables real-time monitoring for campaign stakeholders.

5. Facilitates audit readiness and data-driven decision-making across departments.