Donation and Fundraising AutomationPurpose
1.2. Automating alerts facilitates recognition, strategic decision making, and enhances stewardship for major donors.
1.3. The automation ensures no milestone event is missed, supporting transparent fundraising for Parsi temple operations and infrastructure.
Trigger Conditions
2.2. Automate triggers for individual donor cumulative thresholds or campaign-specific monetary goals.
2.3. Automate periodic review (daily, weekly) in case of silent/unpublicized donations exceeding milestones.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API; automate sending milestone notifications to management numbers with a custom alert message.
3.2. SendGrid
• Feature/Setting: Transactional Email API; configure automator to dispatch templated milestone alert emails to a management distribution list.
3.3. Slack
• Feature/Setting: Incoming Webhook; automate posting detailed milestone alert to a private management Slack channel.
3.4. Microsoft Teams
• Feature/Setting: Webhook Connector; automate Teams card notifications to management General or Fundraising channel upon reaching milestones.
3.5. WhatsApp Business API
• Feature/Setting: Message API; automate WhatsApp message delivery to management group or individuals about milestone events.
3.6. Discord
• Feature/Setting: Webhook; automate posting milestone donation alerts to a secure Discord management channel.
3.7. Gmail
• Feature/Setting: Email API (Gmail API or SMTP); automate sending personalized milestone alerts directly to management Gmail inboxes.
3.8. Outlook
• Feature/Setting: Microsoft Graph Mail Send API; automate Outlook emails with milestone details to all stakeholders.
3.9. Telegram
• Feature/Setting: Bot API; automate sending alert messages via automated bot to management Telegram group or individual users.
3.10. Pushover
• Feature/Setting: Message API; automate push notification to management’s devices once a donation milestone is reached.
3.11. PagerDuty
• Feature/Setting: Event API; automate incident or notification creation for urgent milestone alerts to management.
3.12. Google Chat
• Feature/Setting: Incoming Webhook; automate sending rich milestone messages into a management space or room.
3.13. Zoho Mail
• Feature/Setting: Send Mail API; automate milestone notifications via customized Zoho emails to temple administrators.
3.14. Salesforce
• Feature/Setting: Process Builder/Flow; automate creation of milestone tasks or alerts in CRM dashboards for management follow-up.
3.15. HubSpot
• Feature/Setting: Workflow Automation; automate CRM notification tasks or send templated milestone emails to management.
3.16. Asana
• Feature/Setting: Tasks API; automate creation of milestone task assignments so management tracks each donation event.
3.17. Monday.com
• Feature/Setting: Automations; automate creation of a new pulse/item to notify management of donation milestones.
3.18. Trello
• Feature/Setting: Card Creation via API; automate introduction of a new alert card for each donation milestone on a management board.
3.19. Airtable
• Feature/Setting: Automations & Notifications; automate triggering of in-app and email notifications when a donation milestone record is updated.
3.20. Notion
• Feature/Setting: Integration API; automate database entry and internal notification for milestone events to relevant temple management pages.
Benefits
4.2. Automates consistent communication among temple management for transparency.
4.3. Enables scalable, auditable, and automatable workflows, supporting growing fundraising operations.
4.4. Automates timely appreciation opportunities, strengthening donor relations.
4.5. Automating notifications mitigates risks of missed milestones and enhances fundraising reporting integrity.