AutomateGenius will delight your staff
What the Automation Does
Kelly Halaszyn manages a sophisticated development program at a large nonprofit in the Dallas area. He has steadily increased his annual fund to more than $9 million by focusing on strong donor communication and quick turnaround time. One of the secrets to his success is how he uses AutomateGenius to quickly notify his staff when a donor gift comes in – which prompts a staff person to send the donor a quick note of appreciation.
How it works
AutomateGenius connects to the organization’s Raiser’s Edge environment and monitors donor activity. Then it sends gift notification alerts as gifts come in based on the size of the gift and the assigned solicitor. These gift notifications can be delivered through Gmail or Outlook or through chat messages inside Slack or Microsoft Teams. They can be customized to include links to the donor’s constituent record and phone number making it even easier for the staff person to follow-up with the donor.
Kelly’s staff especially loves the daily gift digest – an email sent by Automate Genius every morning that lists all the gifts that were made the day before.
