Workflow: Thank Donors for Continuous Giving

Giving for the first time is awesome when followed with a thank you, giving regularly warrants a standing ovation. Continuous givers are the lifeblood of organizations as their donations create a consistent base for a ministry to count on and thrive. Expressing appreciation for this generosity allows your members to receive welcomed recognition on how their gifts fuel your work! Creating this engaging Workflow is simple and steps are laid out below. Modify this to fit your church setup as needed.

 

Navigate to General Settings  (and hover) → select Workflows.

location of the workflow menu

Give the newly added Workflow a name that makes it easily recognizable. Also, add a description so it is understood what the purpose of the Workflow is. This helps bring clarity when reviewing at a later point and focus on the goal of the workflow while building it.

workflow name and description setup

Now, add triggers to start building the actions of your Workflow. Since we are working with donations, the 'Giving' focused triggers are what we want to use. Specifically the 'Giving — New Regular Giver' trigger.

Select that trigger to add it and then the Group(s) that the workflow should look for. In the example, we will look for anyone that is in the '-STATUS - Regular Attender' group. Once the group(s) is added, there are 5 filter criteria parameters to set so the workflow knows what classifies when giving was not regular and has now moved to a regular donor.

  1. Set the minimum (or less than) amount of times per month which would classify a member as an irregular giver. In our example, we will set this to one time.
  2. Define the range in months for how long to review the giving history to compare against the times given per month. Our example is going to set this to 6 months. Having a longer range here helps to weed out if a donor is not really a regular contributor.
  3. The fund option can be set to a singular category or look over all of them.
  4. The first setting to know if a donor is now a regular giver is setting the number of times they have donated with a range of time by months. Our example is going to set this to two times.
  5. Our second value is the range of time to compare the times given. We will set this to 3 months.

Once the trigger is set up with monitoring parameters, we can set up actions to thank these faithful donors and also easily communicate with them in the future.

  • Add the action to send the donor an email. Thank them for their commitment through regular giving to highlight the ways it impacts your mission. Also, let them know of other aspects of the organization they can be involved with.
  • Use an interaction to let the pastor or a key leader know of this donor update to have them reach out.
  • Place the member in a group so you know who the key givers are. This makes reporting and future communications easier!

Should you want to take some further actions to automate details like removing from groups or stacking triggers, use the 'Update Progress' action. This makes sure all the criteria found in the trigger have been acted upon and are true before moving to the next trigger.

The last important item to add for this simple workflow is the 'Update Progress' action. This action makes sure that after the other actions have completed, the database will not run this workflow again for this person. It declares, "I have already run this and don't need to again."

All our triggers, actions, and customization have been added so we need to save the work done. Use the DONE button to save your Workflow!

Your new Workflow is now set up and ready to roll! Click the SAVE button to add the Workflow to the list.

 

 

Related Topics:

 

 

Alternate search terms: -----