15 Ways to Use Zapier to streamline your funding process on GivingX

The custom fundraising software GivingX is a treasure trove of all the features that you need to create a successful fundraiser landing page or embeddable custom form. What makes GivingX unique or a cut above its competitors? There are many reasons for it. 

• GivingX has the lowest platform fees at 1.45%, which makes it the best choice for nonprofits and organizations to collect funds online. 
• Create an online donation page and redirect donors to it to streamline collecting donations in one place. 
• You can also create embeddable donation forms to use on your website or anywhere online.  
• Customize your fundraising goal tracker to encourage potential donors to donate for a cause now. 
• It offers free unlimited integrations through Zapier. Nonprofits can access 5000+ apps on Zapier to optimize their fundraising campaigns. 
• Manage all your donor lists in one place through its advanced donor management CRM. 
• It has an automatic language translation tool to help you translate the content into the language of your intended audience.
• Offer donors the flexibility to pay using 125+ secured payment gateways. 
• It offers PCI-compliant data encryption to safeguard donor payment details and other data. 
• You can export, import, and manage data with advanced tools. 
• Design embeddable forms to collect volunteer contact information.

GivingX’s features & pricing make it an attractive tool to create an online donation page and increase recurring donations. But it has a lot more to offer to make your fundraising process smooth and successful. You can create unlimited fundraising pages on it and test the best-performing ones. From dynamic sharing on social media to exporting donor information, the fundraising software GivingX must be your go-to option when planning to collect funds online. 

How to use Zapier on GivingX to streamline your fundraising process

As we have mentioned above, when you sign up for GivingX, you get access to free unlimited integrations through Zapier. It is an automation tool that lets you connect your fundraiser on GivingX to various apps and services to automate tasks and streamline processes. 

The 5000+ apps on Zapier allow you to connect and automate actions between popular services such as Gmail, Slack, Trello, Salesforce, and many more. It provides a user-friendly interface where you can easily set up triggers and actions to define the workflow.   

So, let’s get into some of the useful ways Zapier can help you streamline your fundraising campaigns on GivingX.

1. Creating Spreadsheets

Automate the process of capturing and organizing your fundraising data. For example, you can set up a Zap (a workflow in Zapier) that automatically transfers donor information from your CRM on GivingX to a designated spreadsheet on Google Sheets or Microsoft Excel. This ensures that every new donor entry or contribution is instantly recorded and neatly organized in a centralized spreadsheet.

Customize and format your spreadsheet data based on your specific needs, like mapping fields, filtering data, and even performing calculations or data transformations within the spreadsheet. This flexibility enables you to create comprehensive fundraising reports, track campaign progress, and gain valuable insights with ease.

2. Donor Management

Donor management is a critical aspect of any fundraising campaign, and integrating the CRM functionality of custom fundraising software like GivingX with popular platforms such as HubSpot and Salesforce can greatly optimize your efforts. By setting up these integrations, you can automate the synchronization of donor information, ensuring that new contacts are created and existing donor profiles are updated seamlessly across multiple systems. 

This integration streamlines your workflow, reduces manual data entry, and allows you to maintain accurate and up-to-date donor records.

3. Email Marketing

Email marketing plays a crucial role in driving engagement and nurturing relationships with donors. Integrate your preferred email marketing platform such as Mailchimp or Constant Contact to design and send personalized email campaigns tailored to your donors' preferences and interests. Automate welcome emails to greet new donors and make them feel appreciated right from the start.

Trigger follow-up sequences based on donation activity, ensuring timely and relevant communication that keeps donors engaged and informed about the impact of their contributions. Engage with donors and encourage them to sign up for your monthly giving program to increase recurring donations. 

4. Event Registration

Event registration is a vital part of any successful fundraising campaign. Integrate your event management platform like Eventbrite or Cvent with the CRM functionality on GivingX for seamless tracking of attendee information. This ensures that you have a comprehensive view of event participants and their engagement with your organization. 

Update donor records with valuable data captured during the registration process, helping you better understand their interests and preferences. 

Also, integrate with an email marketing tool to send event reminders to registered attendees, ensuring high turnout and maximizing event success.  

5. Social Media Management

Social media plays a crucial role in amplifying your nonprofit's message and engaging with your audience. By connecting your nonprofit's social media accounts such as Facebook, Twitter, and more to Zapier, you gain the ability to schedule posts in advance, ensuring a consistent and strategic presence across platforms. 

Track engagement metrics to gain insights into the performance of your social media campaigns, allowing you to refine your strategies and optimize your outreach.

Set up the automated posting of updates about campaign milestones, enabling you to celebrate successes and keep your followers informed in real time. 

6. Communication and Collaboration

Effective communication and collaboration are vital for the success of your fundraising campaign. Connect to communication tools like Slack or Discord to enhance your team's coordination and engagement. 

Set up automated notifications to be sent to your team whenever new donations are received, ensuring everyone stays informed and can promptly express gratitude to donors. Update team members on fundraising progress in real-time, fostering transparency and motivation within your team. 

Coordinate volunteer activities more efficiently, allowing for seamless communication, task assignment, and progress tracking. 

7. Payment Processing

Integrate your preferred payment gateway such as PayPal or Stripe with the CRM functionality on GivingX to optimize the entire donation management process. Automate the recording of donation transactions to ensure accurate and up-to-date donation records without manual data entry. 

Trigger automated thank-you emails to donors to express your gratitude and nurture donor relationships. Generate comprehensive reports on fundraising revenue to get valuable insights into your campaign's financial performance.

8. Volunteer Management

Integrate volunteer management platforms such as VolunteerMatch or Better Impact with your CRM on the fundraising software GivingX to automate the volunteer onboarding process, ensuring a seamless and consistent experience for new volunteers as they join your organization. 

Track volunteer hours automatically thus eliminating the need for manual tracking and providing accurate data for reporting and recognition purposes. 

Integrate with communication tools to send volunteer-related notifications, such as event reminders or updates on new opportunities for clear and effective communication with your volunteer base. 

9. Document Automation

Connect to document management tools such as Google Drive, Dropbox, or DocuSign to automate the creation and delivery of personalized donation receipts. This ensures that your donors receive timely and accurate records of their contributions. 

Also, automate the generation of thank-you letters, allowing you to express gratitude to your supporters promptly and efficiently. Create fundraising proposals automatically and save time and effort in crafting compelling pitches for potential donors. 

10. SMS Notifications

Automate the sending of text message notifications for various purposes by integrating SMS apps like Twilio or Nexmo. For example, send important fundraising updates to your supporters to keep them in the loop about campaign progress or milestones. Send donation confirmations via SMS, providing instant gratification to donors and acknowledging their contributions in a timely manner.

Also, send SMS notifications as event reminders to attendees ensuring that they are well-informed and don't miss out on your fundraising events. 

11. Task and project management

Create project boards that serve as a visual representation of your campaign's tasks and milestones by integrating popular task management tools such as Trello, Asana, or Monday.com. Assigning tasks becomes a breeze, ensuring that everyone knows their responsibilities and deadlines. 

Track the progress of each task, allowing for transparency and accountability within your team. It also allows team members to communicate, share files, and provide updates in one centralized platform. 

12. Survey and Feedback Management

Survey tools like SurveyMonkey or Typeform provide an engaging and interactive platform for collecting feedback, measuring donor satisfaction levels, and capturing essential data for impact assessments. Survey and feedback management are crucial for gaining insights, improving donor satisfaction, and assessing the impact of your fundraising efforts.

With well-designed surveys, ask targeted questions to uncover donor preferences and identify areas for improvement.

13. Customer Support and Helpdesk

Exceptional customer support is essential for building trust and fostering strong relationships with your donors. Through Zapier, connect to customer support tools like Zendesk, Freshdesk, or Help Scout to streamline donor inquiries, ensuring that each request is promptly addressed and assigned to the right team member. 

The support ticketing system allows for efficient tracking and resolution of donor questions or concerns, ensuring a smooth and satisfying experience for your donors. Provide personalized and timely responses through these tools to demonstrate your dedication to donor satisfaction. 

14. Data Entry Automation

Use OCR (Optical Character Recognition) tools like Zapier's built-in OCR functionality or other apps like Microsoft Excel, Google Sheets, or PDF.co to extract valuable information from scanned documents with ease. 

With data entry automation, you can save time and eliminate manual efforts when it comes to processing donation forms or physical documents. These tools can automatically recognize and convert printed or handwritten text into editable digital format, allowing you to automate data entry into your fundraising system or database. This means no more typing line by line, but instead, a streamlined and efficient process that frees up your time for more meaningful work. 

15. Data Analytics and Reporting

Gain valuable insights into your campaign's performance and donor behavior by connecting analytics tools like Google Analytics or Google Sheets through Zapier to your fundraising campaign on GivingX.

Track key metrics, such as landing page traffic, conversion rates, and donation patterns, to understand what's working and where you can improve. With customized reports, visualize data in a way that's easy to understand and share with your team and stakeholders. 

Wrapping Up

These are just a few examples of how Zapier can help streamline your fundraising campaign by automating tasks, integrating different apps, and ensuring smooth data flow across platforms. The flexibility and extensive app ecosystem of Zapier allows for endless possibilities to optimize your fundraising efforts.

Now that you are aware of the power of Zapier, create an online donation page and start your crowdfunding now!