Donor management requires staff to manually capture donations from multiple sources, search for existing records, and enter data into spreadsheets. This fragmented process creates delays, duplicate records, and missed follow-ups that damage donor relationships.
Automation captures donations from online forms and bank feeds, updates donor records instantly, logs interactions automatically, and sends personalised thank-the team messages on schedule. the team shifts from data entry to relationship building and strategy.
The full workflow, from trigger to completion.
A donation is received via online form, bank transfer, or email, or a staff member logs an interaction. The automation platform detects the event and initiates the workflow.
Donation details (amount, date, method, donor name, email) are automatically extracted from the source (form, bank feed, or email) and prepared for CRM entry.
The automation queries to find a matching donor record by email or name. If found, the record ID is retrieved. If not found, a new contact is created.
Donation amount, date, and method are added to the donor's giving history. Contact details are updated if new information is present. Interaction type and timestamp are logged.
A personalised thank-you email is automatically generated using the donor's name and donation amount, then sent from the organisation's account.
A follow-up task is automatically created with a due date based on the donation size or donor segment, assigned to the appropriate fundraiser.
A notification is posted confirming the donation has been recorded, so the team is aware and can celebrate major gifts in real time.
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