Donor Life-Cycle Correspondences
Philantro helps your fundraising operations scale by automating friendly email follow-ups for common Donor Life-Cycle events. There are no shortage of events worth addressing but within the Philantro platform, we focus on roughly hand-full of important ones via plain-text and organization-branded emails to mitigate exhausting a donor's attention span.
How helpful was this article?
You control the "From Email Address", "Subject Line" and content of each automated email.
Life-Cycle Notifications are designed to be customized and personalized. For each notification type, you're responsible for configuring the following settings.
Setting | Description |
From Address | This is the email address that's visible to the donor. In most cases, you want this to be your organization's email address. |
Subject Line | This is the subject line that will appear in the donor's email inbox. |
Content | This is the content of the email, customized and personalized using merge tags. |
Published | You can disable an Life-Cycle notification until you're ready for prime-time. Only published notifications are automatically triggered. |
Contact Support about this Topic
You control the "From Email Address", "Subject Line" and content of each automated email.
Plain-Text emails are those you typically write yourself without all the fancy images, background colors and formatting. This type of email is considered more personable, less gimmicky and when automating - the more personable the better. Philantro gives you the power to create a dynamic email template for each life-cycle event that's triggered when donors engage in a specific action.
Life-Cycle Event | Description |
First Donation | This email is triggered when a donor successfully makes a donation for the first-time; it's a general welcome - not a receipt. When this email is sent, the send date will be automatically appended to the donor record. |
Refund | This email is triggered in the rare event a refund is issued. |
Recurring Donation Cancellation | The email is triggered when a donor cancels their recurring donation via Donor Self-Service. |
Recurring Donation Recovery | This email is triggered when a donor has updated the payment method of a failed recurring donation. |
Contact Support about this Topic
For more repetitive life-cycle events, Philantro triggers email confirmations with your organization's branding on a standardized template.
Life-Cycle Event | Description |
Failed Recurring Charge | This email is triggered when a recurring donation experiences a failed charge. |
Donor Profile Update | This email is triggered when donors update their own information via Donor Self-Service. This serves as a confirmation of the updated information. |
Contact Support about this Topic