About This Automation
Recurring gift onboarding requires staff to manually capture donor information, create payment links, send confirmations, and reconcile monthly transactions across multiple tools.
Automation captures recurring gift requests from email or web forms, validates donor data, generates payment links instantly, sends personalized confirmations, and reconciles monthly payments automatically.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Donor fills out a form on the charity website or sends an email expressing interest in a recurring monthly gift. The trigger captures their name, email, phone, and desired gift amount.
The automation checks if the donor already exists in the database. If new, it standardizes their contact information and flags any missing fields for manual review.
The automation creates a recurring payment link for the donor's chosen amount and frequency, with the charity's branding and a clear confirmation step.
An automated email is sent to the donor with the payment link, a brief explanation of the recurring gift program, and a call to action to complete their setup.
Once the donor completes payment setup, the automation logs their recurring gift details (name, email, amount, frequency, start date) into the master donor spreadsheet.
An automated email confirms the recurring gift setup and provides a receipt for the donor's records.
A message alerts the fundraising team that a new recurring donor has been successfully onboarded, so they can follow up with a personal thank you if desired.
Most popular tool stack used
— the complete tool combinations companies use
Gmail
Stripe
Google Sheets
Donorbox
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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