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"
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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