Donation and Volunteer Email Series

JotForm

Better manage your donor lists with automated emails. Once a donor subscribes to your list and makes a donation, you can use this recipe to automatically send "Thank You" emails, reminders, volunteer applications, and more.

Here's how the automation recipe works:
1. This automation is triggered when someone donates and subscribes to your "Donors" list.
2. The automation will start by sending an initial "Thank You" email.
3. After a day, the automation will check to see if the person making the donation wants to be a volunteer. If they do, the next step is to schedule a volunteer onboarding meeting. If they don't, the automation ends.
4. A follow-up email can be set to repeat until a volunteer onboarding meeting is scheduled.

Note: Feel free to build out more messages and automation actions in a way that makes sense for your business.

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