Purpose
1.2. Deepen relationships, enhance experience, and drive further involvement using personalized content across multiple communication channels.
1.3. Ensure consistent outreach—prompt gratitude touches, donation invitations, event reminders, and surveys—improving retention and fostering advocacy in animal rescue communities.
Trigger Conditions
2.2. Completion of adoption processes.
2.3. Volunteer signup confirmation or hours logged.
2.4. Post-event participation log.
2.5. Anniversary of animal adoption or fostering.
2.6. Manual tag or segment update in CRM.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Twilio SMS API to send personalized texts. Configure webhook as trigger and supply contact number and template.
3.2. SendGrid
• Feature/Setting: SendGrid API/Transactional Templates; map recipient, dynamic fields (name, animal, date), and trigger via POST request.
3.3. Mailchimp
• Feature/Setting: Automations/Customer Journeys; create audience segment for adopters/fosters, automate thank-you campaign upon list update.
3.4. HubSpot
• Feature/Setting: Workflow Automation; set enrollment trigger on deal stage change or form submission, send email campaign.
3.5. Salesforce
• Feature/Setting: Process Builder or Flow; trigger message on contact update/adoption success, call external API for message delivery.
3.6. Slack
• Feature/Setting: Incoming Webhooks or Slack API to post celebration messages in volunteer channels when milestones are reached.
3.7. Microsoft Teams
• Feature/Setting: Use Teams connector; configure scheduled messages or post in foster/adopt groups following key events.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules; trigger Zoho Mail or SMS integration on status field change in fosters/adopters module.
3.9. ActiveCampaign
• Feature/Setting: Automations; trigger thank-you sequence based on contact tag addition or deal stage update.
3.10. Constant Contact
• Feature/Setting: Event registration or list join triggers an automated campaign with a gratitude template.
3.11. Google Workspace (Gmail API)
• Feature/Setting: Watch for label addition or email received, auto-send reply/thank-you via Gmail API with merge fields.
3.12. Intercom
• Feature/Setting: Set up Custom Bots or Campaigns launched on user event (form fill/adoption milestone).
3.13. Zendesk
• Feature/Setting: Trigger automations/workflows when a ticket (e.g., request to foster, adopt) is closed or solved.
3.14. WhatsApp Business API
• Feature/Setting: Send post-event/transactional templates to numbers via WhatsApp API following approved events.
3.15. Brevo (ex-Sendinblue)
• Feature/Setting: Automation workflows tied to contact list updates or form completions send follow-up messages.
3.16. Facebook Messenger API
• Feature/Setting: Send personalized, automated messages after user engages with foster/adopt Facebook page post.
3.17. Instagram Messaging API
• Feature/Setting: DM users after they comment/like adoption posts, configured via API trigger.
3.18. Pipedrive
• Feature/Setting: Workflow Automation; on deal stage changed to 'adopted' trigger third-party service for email/SMS.
3.19. Airtable
• Feature/Setting: When a record enters "thank-you needed" view, trigger external webhook to initiate outbound communication.
3.20. Klaviyo
• Feature/Setting: Flows triggered by list addition or event; personalize emails based on adopter/foster tags.
Benefits
4.2. Improves engagement, drives additional involvement, and boosts long-term retention.
4.3. Enhances brand reputation and fosters a loyal volunteer/donor base through timely, consistent gratitude.
4.4. Consolidates omnichannel communication for higher response and impact rates.