Recurring giving setup and management reminders

Purpose

1.1. Automate periodic reminders and management for recurring giving/donations tailored for Deaf church communities.
1.2. Ensures automated outreach (via email or SMS) to remind donors/set up recurring donations, increasing financial consistency.
1.3. Automates the tracking, administration, acknowledgement, and follow-up workflows, supporting accessible and inclusive giving experiences for all, especially Deaf congregants/partners.

Trigger Conditions

2.1. Scheduled interval (e.g., monthly, quarterly donation cycle) automation event.
2.2. New or updated recurring donation setup detected in church CRM/finance system.
2.3. Recurring donation approaching renewal or expiry, triggering pre-set automated reminders and management tasks.
2.4. Missed or failed donation attempt triggers an automate follow-up.
2.5. Manual admin/unified dashboard initiation to automate a giving reminder blast.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API for automated message dispatch; Configure with messaging service and scheduling via CRON or trigger event.
3.2. SendGrid
• Feature/Setting: Automated email reminders via Scheduled Send API and templated messages for donation reminders to recurring donors.
3.3. Mailchimp
• Feature/Setting: Automated campaigns with Recurring Event Triggers and email series for member notifications.
3.4. Google Sheets
• Feature/Setting: Automate donor data sync and reminders using Apps Script triggers on schedule.
3.5. Salesforce Nonprofit Success Pack
• Feature/Setting: Process Builder/Flow for automating reminders based on recurring donation record changes.
3.6. Zapier
• Feature/Setting: Automated workflow connecting donor payment events to reminders via multi-platform automation.
3.7. Microsoft Power Automate
• Feature/Setting: Automated scheduled flows connecting donation record changes to messaging APIs.
3.8. Pushbullet
• Feature/Setting: Automated push notifications for admin reminders about recurring giving cycles.
3.9. Pipedrive
• Feature/Setting: Automation for follow-up activities when recurring donation deals renew.
3.10. Slack
• Feature/Setting: Automated channel reminders for finance/admins using Scheduled Reminders API.
3.11. WhatsApp Business API
• Feature/Setting: Automated broadcast reminders to donors for upcoming/renewal donation dates.
3.12. ActiveCampaign
• Feature/Setting: Automation sequences tied to payment and renewal milestones via Contact Automations.
3.13. HubSpot
• Feature/Setting: Automated workflows with donation-related triggers and follow-up comms.
3.14. Stripe
• Feature/Setting: Automate webhook integration for recurring payment cycles, triggering subsequent emails/SMS.
3.15. QuickBooks Online
• Feature/Setting: Automated reporting and follow-up on recurring donation invoices using Workflows.
3.16. Google Calendar API
• Feature/Setting: Automate event creation for admins to track donor cycle renewals and reminders.
3.17. Asana
• Feature/Setting: Automated recurring tasks for donor follow-up and reminder outreach.
3.18. Airtable
• Feature/Setting: Scheduled automations and email reminders linked to recurring giving base.
3.19. Monday.com
• Feature/Setting: Automated workflow boards for tracking and alerting recurring donation schedules.
3.20. Zoho CRM
• Feature/Setting: Automated workflows for managing, reminding, and following-up with recurring donors.
3.21. Constant Contact
• Feature/Setting: Automated recurring email reminder campaigns for donor touchpoints.

Benefits

4.1. Streamlined, automatable, and error-free recurring giving reminders.
4.2. Automates administrative effort, supporting financial consistency in Deaf ministries.
4.3. Supports accessible, unified donor engagement by automating comms via preferred channels (SMS, email, push).
4.4. Automatedly ensures no donor or admin forgets critical giving or renewal dates.
4.5. Enables automating personalized, timely, and inclusive giving experiences for church partners.