Create workflow for thanking financial contributors when they give for the first time

Someone makes a contribution for the first time. Let’s follow-up with thanking them and deepening the relationship! Need a workflow for doing this.

  • How do we notify the thankers of a new donation?
  • Who does the thanking?
  • How do we track who’s been thanked or not?
  • How do we customize our communications specifically to each contributor?

Ideas of what to include in the automatic thank-you email

  • Thank you
  • Mission and aims
  • You’re a part of the movement
  • Successes
  • Future goals