Creating Automatic Follow Ups for New Givers

Follow Up with New Givers

When someone donates to your church for the first time, you can set up a follow up that will automatically be created for that person.
This task runs daily at 9am.
 

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 

  1. Go to the Account Settings (mceclip3.png) > Automations
  2. Click "+ Add Task"
  3. Select "Follow Up with New Givers"
  4. Choose the fund criteria you'd like to use when looking for first-time givers 
  5. Choose the follow up that should be triggered
  6. 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.

  1. Go to the Account Settings (mceclip3.png) > Automations
  2. Click "+ Add Task"
  3. Select "Follow Up with New Givers"
  4. Choose the fund you'd like to use when looking for first-time givers 
  5. Choose the follow up that should be triggered
  6. Click "Add Task"

You can add as many of these Automations 

Extra Options in This Task

When someone hasn't given for a long time and then does, sometimes that goes unnoticed. However, you can now trigger a follow up to include people who have given for the first time in 18 months or longer. 

You can also choose to group family units together so that if a different member of the family already donates, they won't look like a first time donor. 

Use Cases

Be alerted 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. 

About Follow Ups

If you need assistance with learning more about Follow Ups, please view any of the following articles: 

 

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