Lapsed Donor Win-Back Campaign
A done-for-you nonprofit automation built for the Annual Fund Manager, connecting Mailchimp, Google Sheets, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
Every donor record is monitored continuously for giving activity, and any donor who hasn't made a gift in 12 months or more is automatically flagged and moved into a dedicated win-back sequence rather than staying lumped in with the general mailing list.
The first message is a personal, low-pressure check-in referencing their last gift and what it supported, followed two weeks later by a specific ask tied to a current program need.
Donors who don't respond after the sequence completes are moved to a lighter-touch quarterly newsletter track instead of being emailed weekly forever.
The annual fund manager gets a running list of exactly who lapsed and when, so re-engagement happens on a consistent 12-month trigger instead of once a year during a single mass appeal.
- Bloomerang or DonorPerfect
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- OpenAI API (personalized win-back messaging)
- Google Sheets
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means an annual fund manager handles each case reactively, after someone has already noticed something went wrong. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Donor Acknowledgment & Stewardship Drip System
Every donation (regardless of size or channel) triggers an immediate, personalized thank-you email within minutes, followed by a tax receipt within…
Fundraising Event Registration & Communication System
Event registration is handled through a branded page that captures guest information, meal preference, table assignments, and donation amount, and…
Recurring Donor Engagement & Retention Sequence
Recurring donors are automatically enrolled in a dedicated communication track separate from one-time givers, receiving a thank-you message after…
Fundraiser RSVP & Day-Of Reminder System
Guests who RSVP to a fundraiser or community event through the registration page are automatically added to the guest list, sent a calendar invite…
Post-Closing Move-In Service Referral System
The moment a transaction closes, the buyer automatically receives a welcome email curated by the move concierge automation, listing recommended…
New Menu Launch Announcement Campaign
The day a new seasonal menu goes live, the loyalty list and email subscribers automatically receive an announcement featuring the new dishes with…