Issuing thank-you notes to all donors post-event

Purpose

1.1. Automate post-event thank-you note issuance to all donors, ensuring each contributor receives personalized gratitude for their support.
1.2. Foster donor retention, strengthen relationships, and uphold transparency in community theatre financial stewardship.
1.3. Deliver timely communication and post-event engagement to encourage future giving and improve donor satisfaction metrics.

Trigger Conditions

2.1. Event status changes to ‘completed’ in event management software.
2.2. Donor payment recorded in payment gateway or donation platform after the event.
2.3. New entries in donor contact spreadsheet or database marked as ‘event donor’ and ‘thank-you pending’.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS function; configure `messages.create` API with donor phone numbers and templated thank-you message.
3.2. SendGrid
• Feature/Setting: Email API v3; automate `mail.send` with dynamic templates using donor email list.
3.3. Mailchimp
• Feature/Setting: Trigger ‘Campaign’ via ‘Add Contact’ API; use merge tags for personalized thank-you emails.
3.4. Salesforce
• Feature/Setting: Automate ‘Process Builder’ or ‘Flow’; set trigger on ‘Opportunity Closed’ for donation and send email via process.
3.5. Microsoft Power Automate
• Feature/Setting: Flow with trigger ‘New row in Excel’ or ‘Item Created in SharePoint’ followed by ‘Send an Email (V2)’.
3.6. Google Workspace (Gmail + Sheets)
• Feature/Setting: Apps Script with trigger on sheet change; use `MailApp.sendEmail` per new donor entry.
3.7. HubSpot
• Feature/Setting: Workflow Automation; set enrollment trigger “Donation Received” and action “Send Email”.
3.8. ActiveCampaign
• Feature/Setting: ‘Automation’ on tag “Event Donor Added”; action “Send Thank-You Email”.
3.9. Zoho CRM
• Feature/Setting: Workflow Rule; trigger on donation record with email template configured for dispatch.
3.10. Slack
• Feature/Setting: Incoming Webhook to channel; post thank-you messages with donor mentions.
3.11. Pipedrive
• Feature/Setting: Workflow Automation on deal status “Won”; send email using Smart Email feature.
3.12. Outlook (Microsoft 365)
• Feature/Setting: Power Automate integration; when category “Donor” applied to contact, send personalized thank-you email.
3.13. Stripe
• Feature/Setting: `payment_intent.succeeded` webhook; initiate thank-you email via integrated email service.
3.14. Typeform
• Feature/Setting: Results integration; on form submit with ‘Donation’ flag, send email via Zapier/Gmail.
3.15. Airtable
• Feature/Setting: Automations on new record in “Donors”; action to send email via Gmail/SendGrid block.
3.16. Mailjet
• Feature/Setting: Send API v3.1; integrated with contact list for dynamic email sending logic.
3.17. Constant Contact
• Feature/Setting: Automated Email Series; start sequence when donor added to list via API.
3.18. Freshdesk
• Feature/Setting: Scenario automation; upon ticket for ‘Donation’, send canned thank-you response.
3.19. Intercom
• Feature/Setting: Triggered message on tag “Event Donor”; action to deliver thank-you note automatically.
3.20. Trello
• Feature/Setting: Butler Automation; when card labeled “Donor”, trigger email using email-to-board integration.
3.21. Notion
• Feature/Setting: API automation using third-party connector; upon entry in ‘Donors’ database, send email via external service.
3.22. Klaviyo
• Feature/Setting: Flow triggered by segment ‘Recent Event Donors’; use dynamic fields for email content.

Benefits

4.1. Minimizes manual efforts and human error in post-event donor communication.
4.2. Delivers consistent and timely gratitude, improving donor loyalty and engagement.
4.3. Scalable for events of any size with flexible messaging formats.
4.4. Streamlines donor management operations, freeing up volunteer/staff time for creative or mission-focused work.
4.5. Ensures comprehensive outreach coverage across channels (SMS, Email, Messaging).