DonorDock turns the things you already know you should do after every gift into workflows that run on their own — the thank-you, the task, the badge, the second touch a month later.
Retention is where the money already is, and it comes down to whether the second, third, and fourth touch actually happen. For a team of one or two, that is not a discipline problem. It is a capacity problem, and it is the one thing automation genuinely fixes.
Start an automation when a gift is created or updated, a recurring donor signs up, a contact is created, updated, or changes stage, someone joins a badge or marketing list, an activity is created, or an Ask moves to a new stage on your AskBoard. Stack up to twenty filter lines with And/Or logic so a first-time $1,000 gift takes a different path than a $25 monthly one.
Send an email, text, letter, or internal alert. Create a task, schedule a call or meeting, add an Action Board nudge. Add or remove badges and marketing list membership. Call a webhook to reach another system. Each step can be dated up to 365 days after the trigger, so a full year of cultivation is one workflow you build once.
Prebuilt journeys for first-time, recurring, prospective, mid-level, major, and lapsed donors. Open one, edit the emails and timing so it sounds like your organization, and press Start. The map and the thing that runs are the same object, so a journey mapping exercise no longer dies on the whiteboard.
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