Donor birthday/anniversary appreciation messages

Purpose

1.1. Automate the process of sending appreciation messages to donors on birthdays and anniversaries to enhance donor engagement and retention.
1.2. Automates personalized acknowledgment, affirming donor value, fostering long-term relationships, and supporting continued giving in Mennonite church communities.
1.3. Enables automated scheduling and personalization at scale, removing manual tracking and message delivery.

Trigger Conditions

2.1. Automated trigger on donor birth date or anniversary date stored in the donor database.
2.2. Automated workflow initiation from CRM, spreadsheet, or donation platform when a matching date occurs.
2.3. Automated check runs daily to acknowledge every donor whose special date aligns with the current date.

Platform Variants

3.1. Twilio
- Feature/Setting: Automated SMS send via Messaging API; configure Contact Sync and Scheduled Messages.
3.2. SendGrid
- Feature/Setting: Automate transactional email via Dynamic Templates and Scheduled Sending API.
3.3. Mailchimp
- Feature/Setting: Automate journeys using Customer Birthdays/Anniversaries and Email Automation Triggers.
3.4. ActiveCampaign
- Feature/Setting: Automate email/sms with Date-Based Automations and Webhooks.
3.5. HubSpot
- Feature/Setting: Automate Workflows triggered by date properties and personalized emails.
3.6. Salesforce
- Feature/Setting: Automate Flows with Process Builder (Scheduled Triggers) and Send Email Alert.
3.7. Zoho CRM
- Feature/Setting: Automate using Workflow Rules triggering on Date fields and Email Notification.
3.8. Google Sheets
- Feature/Setting: Automate triggers using Apps Script for date matching and EmailApp for sends.
3.9. Microsoft Power Automate
- Feature/Setting: Automate Scheduled Flows and Outlook/Teams Message Actions.
3.10. Pabbly Connect
- Feature/Setting: Automate date-based workflows, sending emails or messages via connectors.
3.11. Slack
- Feature/Setting: Automate Slackbot birthday/anniversary posts in donor/support channels via Incoming Webhooks.
3.12. WhatsApp Business API
- Feature/Setting: Automate personalized template messages using Scheduled Sends.
3.13. Constant Contact
- Feature/Setting: Automate Email Campaigns triggered by custom date fields.
3.14. Airtable
- Feature/Setting: Automate date-based reminders via Automations and Email Action.
3.15. Intercom
- Feature/Setting: Automate Custom Bots for milestone date triggers.
3.16. Klaviyo
- Feature/Setting: Automate Flow Triggers based on birthday/anniversary date fields.
3.17. Gmail
- Feature/Setting: Automate using Workspace Scripts for scheduled, personalized sends.
3.18. Outlook
- Feature/Setting: Automate Rules for recurring date and template emails.
3.19. Make (Integromat)
- Feature/Setting: Automate scenario triggers based on condition matching in date fields.
3.20. Drip
- Feature/Setting: Automate workflows with Custom Date Fields and Scheduled Triggers.
3.21. Mailjet
- Feature/Setting: Automate Email Automation using Event API and Contact Properties.
3.22. Freshdesk
- Feature/Setting: Automate ticket creation/notifications with date-based automation.
3.23. Amazon SES
- Feature/Setting: Automate sending emails via SendEmail API leveraging Lambda scheduled runs.

Benefits

4.1. Automates donor relations, building higher retention and satisfaction.
4.2. Removes manual overhead, reduces likelihood of missed milestones, and enables scalable outreach.
4.3. Automated personalization improves the emotional connection with donors for the Mennonite community.
4.4. Automation ensures consistent, timely acknowledgment, upscaling donor experience.
4.5. Automating message delivery enhances organizational professionalism and operational efficiency.