New Donor automations

For our Non-Profit users who are bringing in donor and donation data, be it through DonorPerfect, a Zap connected to something like Stripe, or just through spreadsheet import, a New Donor automation can be kicked off.

This automation can be used to thank new donors, send a series of welcome emails or tax documents, and much more to drive donor engagement. Not to be confused with a new donation, this will target donors that have donated for the first time. A contact qualifies as a new donor when their first donation was added to Levitate yesterday or today and is dated within the last 30 days. Older donation history imported during onboarding doesn't trigger the automation.

Note: The New Donor Automation option appears for accounts with Automations and the Donation board turned on. Non-Profit accounts get the Donation board by default. If you don't see the option, contact Support.

By default, only account Admins can create automations. If your account uses user group permissions, users in a group with the Automation write permission can create them too. Go to Automations, select Create Automation, then choose New Donor Automation to get started.

Here's what the setup looks like:

To find the automation's settings, expand the New Donor trigger in the editor.

Similar to our new client automation, the New Donor Automation can be made fully hands off by checking Automatically approve Automations triggered by new donors. If this goes unchecked, each new donor will be identified through a New Donor dashboard card and need to be manually approved by the user. If it is checked, the user will no longer see the dashboard card and each identified contact will be started without manual approval.

In the same trigger settings, you can check Cancel the automation if the recipient replies to email or texts. Under Advanced Options, Cancel if contact no longer meets criteria lets you set criteria the contact must meet to keep receiving the automation; after you check it, choose View Criteria to set them.

When setting up automation steps for the New Donor Automation, here are the options for steps.

Like with any automation, there can be multiple steps, conditional branching, etc. to better work with how you're hoping to reach out!

If everything is set up correctly, this automation will only send to each contact once, upon their first donation.