Nonprofit fundraising automationsLess busywork. No donor gets lost.

A gift comes in. Someone clicks your appeal. A sponsor pledges. CauseVox sees it on the donor’s record and does the next step for you: the email, the task, the heads-up to the right person.

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Runs on everything that lands on the donor’s record

Gifts, tickets, forms, emails, and pipelines all live in CauseVox, so any of them can start an automation. No integration in the middle.

CRM

Tag, update, create tasks and pipeline cards.

Email Newsletters

Opens and clicks start the next step.

Donation Forms

Every gift can kick off a thank-you series.
HOW IT WORKS

Set it up once. It runs on its own.

Choose what starts it, add a filter, and list the steps. Turn it on once and it runs by itself from then on, for every contact who qualifies.

1
Pick a triggerChoose what starts it: a gift, a ticket, a form, an email click, a pipeline move, and more.
2
Add filtersNarrow who it runs for using any field on the record, with the same filters as your reports.
3
List the stepsSend emails, create tasks, alert staff, and tag contacts, in the order you choose.
4
Add a waitSpace steps out by hours or days so each follow-up lands at the right time.
5
Keep your lists currentAdd contacts to audiences and tags as they qualify, so your lists stay up to date on their own.
EXAMPLE AUTOMATIONS

The follow-ups you mean to do, done every time.

Nine things you can stop doing by hand. Set each one up once, and it runs for every contact who qualifies.

First gift from a new donor

New donor thank-you

Every first-time donor is thanked the same day and gets a call that week.

StepsSend email, wait 3 days, create task
Donation over $1,000

Big gift heads-up

Your major gifts lead hears about a big gift in minutes, and the donor is on your major donor pipeline before anyone asks.

StepsNotify staff, tag contact, add pipeline card
Sponsorship form submitted

Sponsor interest

Every sponsor lead lands on your pipeline with an owner, instead of sitting in an inbox.

StepsAdd pipeline card, notify staff
Monthly gift fails

Failed monthly gift

Monthly donors get a friendly nudge to update their card, and nobody lapses quietly.

StepsSend email, wait 3 days, create task
First one-time gift

New donor to monthly donor

New donors get invited to give monthly at the right moment, and the ask stops once they give online.

StepsWait 14 days, send email, wait 7 days, send email. Exit goal: donation submitted
Ticket purchased

Event registrant welcome

Every guest knows what to expect, and is already on the list for next year's invite.

StepsTag contact, add to audience, send email
Joins lapsed-donor segment

Win back lapsed donors

Last year's donors hear from you before they're gone for good, and the series ends when they give online.

StepsSend email, wait 7 days, send email. Exit goal: donation submitted
Appeal email clicked

Appeal click follow-up

Interested donors get a personal reach-out while the appeal is still on their mind.

StepsTag contact, create task
Check or cash gift recorded

Offline gift thank-you

Checks and cash get the same thank-you as online gifts, instead of waiting in a pile.

StepsTag contact, create task
TRIGGERS

A gift is just one way to start.

Triggers go well beyond donations. Pick from 20 that follow the whole donor story: the first form someone fills out, the event they attend, the emails they open, the pipeline stage they move to, and every gift after that.

Giving

Donation submittedRecurring donation startedRecurring donation failedPledge installment paidRevenue recorded, online or offline

Events

Registration submittedTicket order submitted

Forms and your website

Custom form submittedCustom conversion on your own site

Email

Broadcast sentContact openedContact clickedContact unsubscribed

Pipelines

Card added to a boardCard moved to a stage

Lists and schedules

Contact createdSubscribed to an audienceUnsubscribed from an audienceContact enters a segmentOn a schedule
ONE DONOR RECORD

Start with one thing. Finish with everything.

When your tools are separate, each automation only sees its own corner. On CauseVox, gifts, tickets, forms, email, tasks, and lists all land on one donor record. So one automation can start with a ticket sale and end with a task, a list update, and a thank-you, with nothing to sync.

A sponsor says yes, and the welcome goes out

Mark a sponsor as confirmed and their welcome email goes out, with a task to send their benefits. Nobody has to remember to do either.

A click creates a task

Someone clicks your year-end appeal. Because email lives in the CRM, that click becomes a follow-up task, with everything you know about the donor right on their record.

A report filter starts a series

Build a segment like “gave last year, not this year” with the same filters you use for reports. Anyone who enters it starts a win-back series on their own.

A ticket buyer joins your newsletter

Gala guests are added to your newsletter the moment they buy, so next year’s invite already has a list. Ticketing and email are one system.

See where it all lands in the CRM and Email Newsletters 
Disconnected tools vs. CauseVox

Stop wiring tools together to send a thank-you.

When you’re the one holding it all together, every integration between your donation form, email tool, and CRM is one more thing to set up, pay for, and fix when it breaks. And it usually breaks when you’re busiest.

Disconnected tools A donation form, an email tool, a CRM, and spreadsheets, held together by clunky integrations.
CauseVox Gifts, tickets, forms, email, tasks, and pipelines land on one donor record automatically. Built in, not bolted on.
Thanking a new donor
Disconnected toolsThe gift syncs to your email tool on a schedule, so the thank-you can lag by hours.
CauseVoxThe thank-you goes out as soon as the gift comes in.
Following up personally
Disconnected toolsSomeone checks a report, then adds a reminder to a spreadsheet.
CauseVoxA task is created for the person you choose, with the donor’s history on their record.
Knowing it worked
Disconnected toolsAn integration fails quietly. You find out from a donor.
CauseVoxEvery run is logged step by step, and you can retry a failed step.
When the person who set it up leaves
Disconnected toolsNobody knows how the integrations work, so nobody touches them.
CauseVoxAnyone with access can open the automation and read each step in plain words.
Unsubscribes
Disconnected toolsEach tool keeps its own list, so an opt-out in one can miss the others.
CauseVoxEmail steps skip anyone who opted out.
After they give
Disconnected toolsThe appeal keeps going until someone cleans the list.
CauseVoxExit goals end the series once they give online.
What you pay for
Disconnected toolsA subscription for each tool, plus the integration on top.
CauseVoxAutomations are part of Pro. No extra tools to buy.

“It feels much less like a headache and more like something I get excited to do, because I know I don’t have to stitch a bunch of different things together.”

Madison BarefieldNot I But We
PLAN AVAILABILITY

Automations on Pro.

Pro takes the busywork off your plate. The thank-yous, reminders, and heads-ups run on their own, with the CRM capacity, email volume, and reporting to keep up as you grow.

Try it free for 14 days

Pro

$600/mo, billed annually

Every trigger and step on this page, with test fire and run history. Plus 25,000 CRM contacts, 75,000 email sends a month, and advanced reporting.

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Card required. Cancel anytime before it ends. Compare all plans

Common Use Cases

Automations for every kind of fundraising.

Year-end campaigns

Thank every gift the same day, follow up on appeal clicks, and end the appeal series once a donor gives online.

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Monthly giving

Invite new donors to give monthly, and catch failed cards before a monthly donor slips away.

Learn more →

Pledges

Thank donors as installments come in, and let your staff know when one is paid.

Learn more →

Galas and events

Welcome every guest, add them to the right list, and follow up with sponsors who raise their hand.

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Giving days

Thank and tag hundreds of gifts in a day, without a late night of data entry.

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Major donors

Tag major gifts as they come in, so your next appeal and your pipeline are already sorted.

Learn more →

Less busywork.
Every donor taken care of.

Hand the thank-yous, reminders, and heads-ups to CauseVox, and spend your time on the donors who need a real conversation.

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