Follow-up emails to donors and partners

Purpose

1.1. Automate timely follow-up emails to donors and partners to increase engagement, acknowledge contributions, share institutional updates, and nurture ongoing relationships.
1.2. Ensure all donor and partner communications are tracked, personalized, and delivered automatically based on prior interactions or campaign milestones to streamline staff workload.

Trigger Conditions

2.1. New donation received (via CRM or payment gateway).
2.2. Event attendance confirmation or registration.
2.3. Campaign milestone reached (e.g., goal percentage or specific date).
2.4. Scheduled time after initial outreach.
2.5. Specific donor or partner activity detected (content downloads, expressed interests).

Platform Variants

3.1. Salesforce
• Feature/Setting: Flow Builder – Automate email fire after Opportunity marked "Closed Won."

3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate “Send Email” upon donation record creation.

3.3. HubSpot
• Feature/Setting: Workflows > Automated Email Follow-ups – Triggers based on contact list updates.

3.4. Mailchimp
• Feature/Setting: Automations > Post-donation Journey – Configuring follow-up drip email sequence.

3.5. Zendesk
• Feature/Setting: Triggers & Automations – Email issued on supporter ticket closure.

3.6. Pipedrive
• Feature/Setting: Workflow Automation – Send templated email after deal stage update.

3.7. SendGrid
• Feature/Setting: Automated Campaign API – Set up response email after transaction event.

3.8. Constant Contact
• Feature/Setting: Email Automations – Automated email post-campaign signup.

3.9. Google Workspace (Gmail)
• Feature/Setting: Apps Script – Create automated triggers for follow-up after form submission.

3.10. Slack
• Feature/Setting: Workflow Builder – Automated Slack notifications to team after donation; optional email send via integration.

3.11. Zoho CRM
• Feature/Setting: Workflow Rules – Automatedly email based on donor action field updates.

3.12. Outlook (Microsoft 365)
• Feature/Setting: Power Automate integration with Outlook – Automated email on new entry in donor spreadsheet.

3.13. Intercom
• Feature/Setting: Series Automation – Trigger email follow-ups on supporter engagement.

3.14. ActiveCampaign
• Feature/Setting: Automation Builder – Sequence sends after custom form submission.

3.15. Marketo
• Feature/Setting: Smart Campaigns – Email follow-up on “Donate” program participation.

3.16. Brevo (formerly Sendinblue)
• Feature/Setting: Automation Workflow – Automatically send email after specific customer action.

3.17. Klaviyo
• Feature/Setting: Flows – Automated post-donation thank-you email and update sequence.

3.18. Monday.com
• Feature/Setting: Automations – Send email to external recipients upon changing item status.

3.19. Airtable
• Feature/Setting: Automations – Trigger follow-up email after record entry or form submit.

3.20. Notion
• Feature/Setting: Database Trigger > Integration with email service (via API) to send automated follow-ups after entry update.

3.21. Freshdesk
• Feature/Setting: Automation Rules – Automatedly mail supporters on ticket or event closure.

3.22. QuickBooks
• Feature/Setting: Automation Rules – Email send post-payment received.

3.23. Stripe
• Feature/Setting: Webhooks – Automate email send upon payment intent success; integrate via SMTP/API.

Benefits

4.1. Automates and standardizes donor and partner email workflows for improved accuracy and timeliness.
4.2. Reduces manual workload through automated, repeatable processes.
4.3. Enhances relationship management and increases donor/partner satisfaction using personalized automation.
4.4. Ensures consistent branding and messaging by automating templates across all email touchpoints.
4.5. Provides comprehensive activity logs, supporting audit trails and compliance for automated communications.