Stakeholder Engagement and ReportingPurpose
1.2. Automatedly send personalized thank-you communications after donations or milestones, reducing manual tasks.
1.3. Enable scheduled and triggered gratitude via multiple communication channels—email, SMS, social media, and physical mail—to maximize donor retention and transparency.
1.4. Enhance stakeholder reporting with traceable, logged acknowledgments for audit and impact tracking.
1.5. Automate reminders to send appreciation at key times: anniversaries, seasonal events, or after special projects achieve funding.
Trigger Conditions
2.2. Automate based on scheduled dates (monthly, quarterly, annually) for recurring donor appreciation.
2.3. Automation kicks in after milestone achievements (e.g., fundraising targets, project completions).
2.4. Automated triggers on special donor dates (birthday, donation anniversary).
2.5. API-triggered automation from integrated CRMs or accounting systems posting new transaction events.
Platform Variants
3.1. Salesforce Nonprofit Cloud
• Feature/Setting: Automate journeys using Process Builder with ‘Send Email’ action for donor contacts.
3.2. HubSpot CRM
• Feature/Setting: Automate workflows under ‘Donor Thank You Sequence’ triggered by deal closure or custom property.
3.3. Mailchimp
• Feature/Setting: Automate Customer Journeys with ‘Send Email’ on new subscriber to Donors list.
3.4. ActiveCampaign
• Feature/Setting: Automated Campaigns to segmented donors, triggered by tag addition or custom field update.
3.5. Constant Contact
• Feature/Setting: Automate ‘Email Automation’ with the ‘Thank You’ template post-donation API trigger.
3.6. Twilio (SMS/Voice)
• Feature/Setting: Studio Flow automates SMS/voice thanks by API trigger from donation events.
3.7. SendGrid
• Feature/Setting: Automatedly send transactional appreciation emails via ‘Mail Send API’ integration.
3.8. Zapier
• Feature/Setting: Multi-app automator to trigger emails/SMS/socials when new donor is added in Google Sheets.
3.9. Google Sheets + Apps Script
• Feature/Setting: Automate onEdit script sends emails or posts to Slack upon new donor entry.
3.10. Slack
• Feature/Setting: Automated appreciation posts to ‘Donor Updates’ channel via webhook when donations logged.
3.11. Airtable
• Feature/Setting: Automate using ‘Automations’ for email/SMS thank you when Form or Record is submitted.
3.12. Intercom
• Feature/Setting: Automated Messages for donor segments, triggered by user event or tag.
3.13. Facebook Messenger (Meta Business Suite)
• Feature/Setting: Automated message flows using Messenger API for personalized donor thank yous.
3.14. WhatsApp Business API
• Feature/Setting: Automated message flow for donor appreciation via template messages.
3.15. LetterStream
• Feature/Setting: API automator for automated physical thank-you letters to donor addresses.
3.16. Raiser’s Edge NXT
• Feature/Setting: Automated email reminders and workflows post-donation or event completion.
3.17. Eventbrite
• Feature/Setting: Automated post-event emails to attendees marked as donors via ‘Email to Attendees’ workflow.
3.18. Donorbox
• Feature/Setting: Automated email receipts and thank-you notes, triggered by completed donation.
3.19. Typeform
• Feature/Setting: Automate appreciation emails via Zapier/Webhooks after donor form submission.
3.20. Outlook 365 (Power Automate)
• Feature/Setting: Automate flows to send templated thank-you upon donor detail entry in Excel online.
Benefits
4.2. Ensures automated, timely appreciation, enhancing donor loyalty and community spirit.
4.3. Automator logs all communications for complete transparency in stakeholder reporting.
4.4. Scale automatable gratitude campaigns across multiple channels and formats.
4.5. Automating appreciation helps grow donor retention, unlock referrals, and boost donation frequency.
4.6. Automatedly generates compliance reports with proof of engagement activities.