Automate Donor Journeys

Trigger thanks and follow-ups automatically — the right message, at the right time.

Why This Exists

Donors expect to be thanked promptly, and lapsed supporters are lost quietly when nobody follows up. Doing this manually is slow and inconsistent. Journeys respond to events — a donation, a new contact, a completed form, a failed debit order — and run a planned sequence of emails, SMSes and staff tasks automatically.

What You Can Do

Event Triggers

Start a journey on a new donation, new contact, completed form or debit order event.

Timed Steps

Send thanks immediately and schedule follow-ups days or weeks later.

Smart Conditions

Tailor each step by donation value, donor group or later activity.

Win Back Donors

Daily scans enroll lapsed and never-donated contacts in re-engagement journeys.

The Problem Without a System

Many organisations still rely on spreadsheets, manual templates, and email trails. This leads to late thank-yous, forgotten follow-ups, and donors who quietly lapse unnoticed. In-Contact replaces fragile manual processes with a reliable, structured solution.

Common questions

A journey is an automated sequence of steps — such as emails, SMSes or staff tasks — that runs when something happens, for example when a donation is received or a new contact is added.

Journeys can be triggered by new contacts, new donations, first-time donors, lapsed donors, completed forms, and debit order events such as new or rejected mandates.

Each step can send an email or SMS, create a task for a staff member, move the contact to another journey, or stop a journey.

Yes. Each step has its own delay in days, so you can thank a donor immediately and follow up a week or a month later.

Yes. Journeys and individual steps can check conditions such as donation value or type, group membership, or whether another donation has been received since.

Yes. A journey triggered by a new donation can send a personalised thank-you email or SMS without any manual work.

In-Contact scans daily for donors who have stopped giving and enrolls them in a re-engagement journey so they are followed up before they are lost.

Yes. Each completed step writes a note on the contact, so your team can always see what communication has been sent.