Follow Up with New Givers
Overview: Good stewardship habits are worth celebrating - this task will alert you to those important first-time givers so you can reach out and say thank you.
Setting Up Your Follow Up with New Givers
- Go to the Account Settings (
) > Automations - Click "+ Add Task"
- Select "Follow Up with New Givers"
- Choose the fund criteria you'd like to use when looking for first-time givers
- Choose the follow up that should be triggered
- Click "Add Task"
Setting Up Follow-Ups for New Givers to a Specific Fund
If you would like to be notified of first-time givers to a specific fund, you can set up an automation for each fund that you would like to trigger a follow up for. This is a great way to see first-time gifts given to a specific campaign/pledge initiative for instance.
- Go to the Account Settings () > Automations
- Click "+ Add Task"
- Select "Follow Up with New Givers"
- Choose the fund you'd like to use when looking for first-time givers
- Choose the follow up that should be triggered
- Click "Add Task"
Extra Options when adding This Task
- If Group by Family is selected the automatic follow up will only trigger for the first family member who gives, rather than triggering a follow up for each family member who gives for the first time.
- If Consider a giver as new if they haven't given in the last 18 months is selected the follow up will run the first time someone gives, if there is no giving record in the last 18 months. If unchecked, if someone gave to your church many years ago, and they start giving again now, you will not be alerted of this.
Use Cases
Have Breeze alert someone on your staff through a follow up of first-time givers and send a personalized Thank You by email or better yet a handwritten card (snail mail still has it's place!)
When running a campaign that is incentivized, for example, First-time givers to the missions fund receive a special missions prayer card with the supported missions picture, you can have someone on your team be alerted (through a follow up) the first time someone gives to the specific missions fund.
About Follow Ups
If you need assistance with learning more about Follow Ups, please view any of the following articles:
Comments
Hi, folks. Is there a way to set up automations so that any gift above a certain dollar amount ($250)—and to a specific fund—automatically sets a follow-up for the pastor (me, in this case), whether or not the donor has given before? One of our mission funds receives frequent outside donations and it's our policy to write thank-you notes to big donors.
Hi Pastor!
Great question. While it is possible to create an automatic follow up for new givers to a specific fund (see above), the feature does not currently allow for a minimum dollar amount. That would be neat though!
If you'd like to submit a Feature Request for this idea, you can do so here: Submitting Feature Requests. This is the best way for our Development Team to see the needs of our churches and how we can better serve them in the future.
When this follow up is sent out does it notify how much was given or does it simply say that the person in question gave?
Hello @mcdoulombe,
That is a great question about follow ups! The follow-up will not say anything about how much the person gave! You are able to create a follow-up option for this with a custom note of your choosing and there is no way for it to display how much someone gave.
I hope this clears things up! Let me know if you have any other questions!
Is there a way to see a preview of the email being sent out?
Hello @info,
This is a great question! The Follow-up with New Giver automation does not send out an email, rather it creates a task assigned to a staff member so that the staff member can follow-up. The staff member can choose to do this via email or phone and will customize their own communication. So, for this there is no email to preview! :)
For more information about follow-ups, you can view this article!
Happy Breezing! :)