Donorbox CRM Moments is designed to help you engage your donors at the ideal time based on common donor milestones.
These milestones, which we call Moments, include:
- First one-time donation
- Anniversary of a first donation
- Anniversary of a first recurring donation
- New recurring donation
- Cancelling recurring donation plan
- Increasing recurring donation amount
- Decreasing recurring donation amount
- Supporters' birthdays
Plus, Moments alerts you when a donor uses a different address or phone number during donation. This gives you the option to update your records with this new information.
Donorbox CRM Moments offers two types of functionality:
- Automated Moments: Create custom email templates and assign them to the corresponding Moments. When a Moment is triggered, donors will receive an email automatically
- Note: You must have access to Mail Center to set up Automated Moments
- Manual outreach or action: See a list of upcoming Moments so you know when to reach out manually
Here's how to set up Automated Moments in Donorbox CRM
Step 1 - Log in to your Donorbox account and access Donorbox CRM
Access Donorbox CRM here after after logging in.
Step 2 - Create a custom email template in Mail Center
Navigate to Mail Center from the menu on the left of your screen. From the Mail Center homepage, click the Settings button.
Navigate to the tab labeled "Email Templates" and click "+ Add Email Template."
Here, you can create an email template that matches your messaging and branding. Insert variables like first name and organization name, and use the rich text editor to customize our content.
Note: You can also use email templates with manual outreach! Create templates to streamline donor communication for common scenarios your organization experiences.
Once pleased with your email template, click "Save changes."
Step 3 - Assign the email template to the corresponding Moment
Next, locate "Moments" in the menu on the left side of your screen. You can find any upcoming, past due, or completed Moments here.
Click the Settings button.
You'll see a list of all available Automated Moments. Click "Assign email template" to the Moment corresponding with the template you just created. Select your template from the dropdown and click "Save Changes."
This adds the email template to the Moment. In order to turn on Automated Moments to ensure your donors receive automatic communication, simply click the toggle to "Active."
That's it! Donors will receive automated emails whenever the Moment you selected is triggered. Repeat the process for as many Moments as you'd like. When an automated Moment is triggered, the moment will be moved to the "Complete" tab.