Ways you can use automation to organize your tasks:

  • Provide sponsors immediately upon their donation, with a customized dashboard that includes information about their donation and how they are interacting with it, for example, enabling them to communicate with the child they are sponsoring, or sending a personalized gift to them.
  • Once the donation is made, the workflow can be automated, so that program officials are reminded to make a personal contact with the donor every 90 days and to send emails during this period.
  • Provide field workers with a reminder dashboard that reminds them to have the sponsored child send a thank-you message to the sponsor within the first 30 days of sponsorship, and the child's information on the organization's website can be automatically removed once they are sponsored, in return, their data is republished if the sponsor stops their sponsorship.

4- Managing Applications:

The membership process, or participation on the board, or volunteering, requires people to register in lengthy application programs, here are some ways you can simplify these processes using automation:

  • Make the application forms relatively short, furthermore, provide the applicant with a dashboard, showing them previous forms, in case they need to leave the site and return later.
  • Use A/B logic to automate the data that the applicant should share with you, try to make your form templates concise and include only necessary data, for example, if the applicant indicates that they are unmarried, do not ask them for their spouse's name.
  • Use automated emails to make the donor more committed to your organization's projects.

In conclusion, it's worth mentioning that all complex processes can be automated, enhancing the capabilities of effective individuals in your nonprofit organization, and positively impacting its mission.

Author: Dan Peniel