Donor and supporter management involves receiving donations, recording donor details, and sending targeted outreach across multiple manual systems.
Automation consolidates all donor interactions into a single system, deduplicates records automatically, and triggers personalized outreach based on giving history. the team focuses on relationship building while the system handles data entry, segmentation, and engagement tracking.
The full workflow, from trigger to completion.
A new donation, event registration, or email reply triggers the workflow. The trigger captures the donor name, amount, date, and source channel.
The automation searches the CRM for an existing record using name and email. If found, it updates the record; if not, it creates a new one with enriched contact data.
The automation logs the donation, event attendance, or email engagement as a timestamped activity in the donor record, including amount, channel, and any notes.
A decision node checks whether the donor meets criteria for immediate outreach (e.g., first-time donor, renewal due, event attendee). If yes, the workflow proceeds to send a message.
The automation sends a templated email via the email platform, personalised with the donor's name and gift amount or event details. The send is logged in the CRM.
Email opens and clicks are captured by the email platform and synced back to the CRM as activity records, updating the donor's engagement score.
A summary notification is posted for major gifts or high-engagement donors, alerting the team to follow up or celebrate the milestone.
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