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Creating Automatic Follow Ups for New Givers

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Follow Up with New Givers

When someone donates to your church for the very first time, you can set up Breeze to automatically create a follow up, assigning it to someone on your staff or team, allowing them to follow up with the first time giver, and making notes when completed. 
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"

Extra Options when adding This Task

Image_2020-07-17_at_3.11.03_PM.png

  • 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.
If the giver gave for the first time through online giving, their gift must be associated with a profile within 10 days from the date of their gift, in order for the follow up to trigger. Otherwise, no automatic follow up will trigger for this person, even if it was the first time they gave. 

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: 

 

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  • Avatar
    Seth Robinson
    (Edited )

    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.

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  • Avatar
    Alex

    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.

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