Impact report delivery to supporters

Purpose

1. To automate the delivery of personalized impact reports to archaeological museum supporters for enhanced engagement, transparency, and sustained funding.

2. Automates pulling donor data, generating custom reports, and distributing via multiple channels (email, SMS, physical mail) on a recurring or milestone-driven basis.

3. Ensures stakeholders receive timely, relevant updates demonstrating project progress, artifact conservation, educational outreach, and financial allocation.

Trigger Conditions

1. Automatedly fires upon a fundraising campaign completion or milestone (e.g., artifact restoration, exhibit opening, quarterly/annual period).

2. Triggers when new donor data enters CRM or when a predefined donation threshold is met.

3. Initiated via scheduled batch automation or real-time webhook from fundraising platform.

Platform Variants

1. Mailchimp

• Feature/Setting: Automate segmented campaign; API endpoint: /automations/emails send-triggered
  

2. Salesforce

• Feature/Setting: Automated Process Builder or Flow; API: /services/data/vXX.0/sobjects/Campaign/trigger
  

3. SendGrid

• Feature/Setting: Automated email with personalization; API: /mail/send
  

4. Twilio

• Feature/Setting: Automated SMS delivery; API: /Messages
  

5. Zapier

• Feature/Setting: Scheduled zap; Action: “Send Outreach Email” on custom event
  

6. Microsoft Power Automate

• Feature/Setting: Automated Flow; Connector: “Send an email via Outlook”
  

7. Google Workspace (Gmail)

• Feature/Setting: Apps Script trigger; API: GmailApp.sendEmail()
  

8. HubSpot

• Feature/Setting: Workflow automation; Trigger: “Donation Completed,” Action: “Send Impact Email”
  

9. ActiveCampaign

• Feature/Setting: Automation builder; Action: “Send campaign” on tag or deal stage update
  

10. Constant Contact

• Feature/Setting: Automated email series; API: /emailmarketing/campaigns/triggerSend
  

11. Slack

• Feature/Setting: Automated message to donor group; API: chat.postMessage
  

12. AWS SES

• Feature/Setting: Automated report emails using SES API send-email
  

13. Notion

• Feature/Setting: API database action to store/send reports; Integration: Add page/update upon event
  

14. Monday.com

• Feature/Setting: Automation "When status changes, send email"; API integration with donors board
  

15. Smartsheet

• Feature/Setting: Automated alert/email for row update; API: POST /sheets/{sheetId}/rows
  

16. Airtable

• Feature/Setting: Automated record trigger; Action: “Send email” extension
  

17. Trello

• Feature/Setting: Butler automation; Action: “Send email” when card moves list
  

18. Intercom

• Feature/Setting: Automated outbound messages; API: /messages
  

19. Pipedrive

• Feature/Setting: Workflow automation; API: POST /mailbox/mailThreads
  

20. DocuSign

• Feature/Setting: Automated document distribution; API: POST /envelopes with report PDF
  

21. SurveyMonkey

• Feature/Setting: Automated survey send post-report; API: POST /collectors/{collectorId}/messages
  

22. Printful

• Feature/Setting: Automated physical mailer for supporters; API: POST /orders with custom content
  

Benefits

1. Automation drives higher supporter retention via timely, customized updates.

2. Automates repetitive reporting tasks, ensuring accuracy and scale.

3. Automated reporting increases transparency, fostering donor trust.

4. Multi-channel automation enables reach across diverse supporter preferences.

5. Automatable processes save staff time, allowing focus on mission outcomes.

6. Automation enables rapid scaling of fundraising and supporter management.