Reward donation milestones

Reward your contacts when they hit a donation milestone.

About this template

This journey shows you how you can reward donors who have contributed a certain amount of money to your cause. As soon as they donate, a Headsup message will appear, thanking them for their donation and letting them know they’ll receive a gift for their loyalty. If the donor’s postal address isn’t on file, a follow-up email will be sent with a form to confirm their address. Once their details are up to date, a task is added on Salesforce to remind your team to post the gift. Finally, an SMS is sent to the donor, letting them know their gift is on the way.
Tags: Not For Profit, Lead Nurturing, and SMS Marketing
Integrations: Headsup, Salesforce, Twilio

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
Add Salesforce Task
Create a contextual Salesforce task.
Send Email
Send a contact a personalized marketing or transactional email.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

More marketing automation templates

What’s Autopilot? Watch this video to learn more.