Fundraising campaign management involves preparing prospect lists, segmenting donors, drafting emails, and tracking results across multiple tools. Manual coordination creates bottlenecks, data errors, and delays in reporting that slow down donor outreach.
Automation segments prospects instantly based on giving history, orchestrates email sends across segments, logs gifts and interactions automatically, and generates live campaign dashboards. the team focuses on strategy and relationship-building instead of data entry.
The full workflow, from trigger to completion.
Fundraiser marks a campaign as live or a workflow tool. The automation is triggered and begins processing the prospect list.
The automation retrieves the prospect list, applies segmentation rules based on giving history and engagement score, and enriches each record with segment assignment.
The automation selects the correct email template for each segment, inserts personalisation tokens (name, gift history, etc.), and queues the emails for scheduled send.
Sends the segmented emails on the scheduled date and time. Open and click events are captured automatically.
When a gift is received (via donation form, bank transfer, or manual entry), the automation logs the transaction, updates the donor record, and triggers a thank you email sequence.
The automation aggregates real-time metrics (emails sent, opens, clicks, gifts received, total raised) and updates a live dashboard or.
The automation sends notifications when major gifts arrive, when engagement milestones are hit, or when follow-up actions are due.
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