1.Runs daily reminder schedule
Integrate Schedule by Zapier to watch for a daily run trigger to start supporter checks.
When the daily schedule triggers, lapsed supporters can go unnoticed and donor retention can slip. This automation finds matching donation records, loops through each donor, and sends reminder emailsβso your team can re-engage at the right time.
Integrate Schedule by Zapier to watch for a daily run trigger to start supporter checks.
Integrate Zapier Tables and donation database tools to find donation records about 30 days ago to pull donor contact data.
Integrate Looping by Zapier and automation logic tools to expose loop variables for name and email to personalize each send.
Integrate Zapier Tables and recent activity filters to search for recent donation records in the last 29 days to avoid duplicate reminders.
Integrate Zoho ZeptoMail and email template tools to send a personalized reminder email with a call to action link to prompt donations.
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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