Issuance of digital receipts and thank-you messages

Purpose

1.1. Automate the issuance of digital receipts and thank-you messages post-donation, ensuring instant, consistent communication and automated donor recordkeeping.
1.2. Enhance donor experience by automating delivery via email, SMS, or messaging apps, and automate archiving for compliance and reporting.
1.3. Automator minimizes manual effort, reduces risk of errors, establishes traceable donation trails, strengthens donor engagement, and expedites reconciliation.

Trigger Conditions

2.1. Automatedly triggered when donation is confirmed on web, mobile, or PoS platform.
2.2. Automation executes upon bank transfer notification, payment gateway webhook, or instant digital transaction alert.
2.3. Automatable manual entry of offline/cash donations with receipt automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS via Twilio Messaging API; configure with donor phone, message template, and trigger via event webhook.
3.2. SendGrid
• Feature/Setting: Automated email via SendGrid’s Mail Send API; configure with sender domain, authentication, and dynamic template automation.
3.3. Gmail API
• Feature/Setting: Automate draft and send with Gmail API; OAuth2 setup, automated message JSON, donor fields.
3.4. WhatsApp Business API
• Feature/Setting: Automating WhatsApp sendMessage via API, template message, recipient automate mapping.
3.5. Slack
• Feature/Setting: Automated message via Incoming Webhook, channel specification, and JSON payload.
3.6. Microsoft Outlook Graph API
• Feature/Setting: Automate sending mails with /sendMail endpoint; automate OAuth and template merge.
3.7. Zapier
• Feature/Setting: Automator “Email by Zapier” action, automate data mapping from donation app.
3.8. Mailgun
• Feature/Setting: Automated emailing via /messages endpoint, authentication API key, HTML template.
3.9. SMSGlobal
• Feature/Setting: Automation via SMS API, message template, recipient injection, trigger from donation event.
3.10. Telegram Bot API
• Feature/Setting: Automatedly sendMessage method, bot token, chat ID, message formatting for instant receipt.
3.11. Zoho Mail API
• Feature/Setting: Automated sendMail endpoint, domain auth, dynamic donor field automation.
3.12. Salesforce Marketing Cloud
• Feature/Setting: Journey automation, trigger entry events, dynamic content merge fields.
3.13. HubSpot
• Feature/Setting: Automated Email API, transaction event workflow, personalized receipt tokens.
3.14. ActiveCampaign
• Feature/Setting: Automation in campaign workflow, automated API-based contact injection, message send trigger.
3.15. Amazon SES
• Feature/Setting: Automated SendEmail action, SMTP credentials, verified sender address, template merging.
3.16. Mandrill (Mailchimp Transactional)
• Feature/Setting: Automated sending via API, webhook event trigger, dynamic merge vars configuration.
3.17. ClickSend
• Feature/Setting: Automated SMS or email sending via API, template assignment, event-based triggers.
3.18. Infobip
• Feature/Setting: Automate via SMS/email API, automate template management, event listeners.
3.19. Plivo
• Feature/Setting: Automated SMS via Message API, API key setup, automate dynamic recipient and content fields.
3.20. Facebook Messenger Platform
• Feature/Setting: automated Send API, setup with page token, automate message receipt template, recipient PSID mapping.

Benefits

4.1. Automation saves time, reduces repetitive tasks, and enhances donor satisfaction through instant feedback.
4.2. Automated tracking of donation communications streamlines compliance and data management.
4.3. Automator provides a scalable, auditable, and unified process across multiple communication channels.
4.4. Automated messages foster donor trust, improve transparency, and boost retention.
4.5. Automating receipts and thanks ensures operational consistency, fewer human errors, and efficient workflow.