Financial & Donation AutomationPurpose
1.2. Enhance donor participation in tax-efficient giving and employer matching schemes for community theatres.
1.3. Ensure every applicable donor is notified, maximizing supplementary funding streams.
1.4. Guarantee compliance with legal requirements for gift aid solicitations by providing mandatory disclosures.
1.5. Capture opt-in consent or declarations electronically when required.
Trigger Conditions
2.2. Ticket purchase transaction includes patron email or mobile contact details.
2.3. Patron is marked as a past donor but hasn't utilized Gift Aid or matched giving in previous transactions.
2.4. Scheduled reminders for donors within a set period after contribution (e.g., 24–72 hours).
2.5. Data received from CRM or ticketing integration signals an eligible but unclaimed Gift Aid or employer match.
Platform Variants
• Feature/Setting: SMS reminder via Programmable Messaging API; configure Sender ID, template, and trigger on new donation event.
3.2. SendGrid
• Feature/Setting: Automated transactional email using Dynamic Templates; trigger via POST v3/mail/send API.
3.3. Mailchimp
• Feature/Setting: Tag-based automation; configure journey to send reminders to "Gift Aid Pending" segment.
3.4. ActiveCampaign
• Feature/Setting: Event-based automation trigger; connect donation form to start "Gift Aid Reminder" email sequence.
3.5. HubSpot
• Feature/Setting: Workflow automation; use donation form submission as enrollment trigger for reminder email.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow; logic set to detect Gift Aid eligibility and fire task to send reminder via integrated communication channel.
3.7. Microsoft Power Automate
• Feature/Setting: Flow from payment completion in Stripe/PayPal to email/SMS notification.
3.8. Zapier
• Feature/Setting: Trigger on new transaction, action to mail or SMS reminder via email/SMS app integrations.
3.9. Google Workspace (Gmail)
• Feature/Setting: Gmail API; script auto-send templated reminder from monitored donations spreadsheet.
3.10. Slack
• Feature/Setting: Automated direct messages (DMs) to staff for phone reminders using Slack Bot API when eligible donor detected.
3.11. WhatsApp Business API
• Feature/Setting: Template message sent to donor WhatsApp number after donation confirmation.
3.12. Facebook Messenger Platform
• Feature/Setting: Automated follow-up message using Messenger Send API; trigger on eligible supporter.
3.13. Eventbrite
• Feature/Setting: Integration webhook to trigger post-event purchase reminder email for Gift Aid opt-in.
3.14. Ticket Tailor
• Feature/Setting: API call upon ticket sale to trigger external reminder tool.
3.15. Stripe
• Feature/Setting: Webhook on payment success; triggers serverless function to issue reminder.
3.16. PayPal
• Feature/Setting: IPN/Webhook; initiates CRM update and reminder issuance.
3.17. Shopify
• Feature/Setting: Order creation API event triggers email reminder app or external platform workflow.
3.18. Donorbox
• Feature/Setting: Post-donation automation; configures thank-you email to include matched giving/Gift Aid prompt.
3.19. Constant Contact
• Feature/Setting: Event-driven email; build reminder list and schedule follow-ups.
3.20. Brevo (formerly Sendinblue)
• Feature/Setting: Automation workflow based on transaction data to send email/SMS reminders.
3.21. Zoho CRM
• Feature/Setting: Workflow that detects eligible transactions and sends reminder email/SMS via integrated channels.
3.22. QuickBooks
• Feature/Setting: Custom reminder emails configured through transaction tags via API.
3.23. Airtable
• Feature/Setting: Script block or automation that sends reminders when new eligible donation is added.
Benefits
4.2. Reduces administrative oversight through automated compliance.
4.3. Enhances donor experience with timely, personalized prompts.
4.4. Integrates seamlessly with diverse ticketing, donation, and CRM channels.
4.5. Frees staff to focus on strategic fundraising rather than manual follow-ups.