Automation Bots
Do more with less manpower!
Define the automation rules, then let it work 24/7 regardless of day, night or holiday, and performs the tasks you've scheduled.
Advanced Filters & Rules
- By using the numerous filters in the Fonzip CRM system in different combinations, we can dynamically identify your target audience and ensure that the automations work at all times or periodically according to the timing rules you set.
- You can create as many automation rules as you like for different tasks.
Debt Reminders
- Send balance reminder messages, including the debt balance of the person and the payment link, via SMS and e-mail to all debtors or people whose debt amount is above an amount you have determined.
Management Reports
- The list of people matching the filters you have added is sent to the system administrator of your choice on the day and time you specify each week.
- For example; you can send a list of people living in San Francisco and over 40 who donated $500 or more in the past week to the fundraising manager at 9:30 am each week.
Dues Charges
- Automatically assign a monthly membership dues fee to members whose Member Registration Form you create in Fonzip is approved, or to people who have a Member tag.
- Or, you can operate the rule of fix the dues debt balance of the people who have the resignation label as 0 USD.
Imagination is the limit
- You can use the automation robot for many different scenarios for your organization's needs.
- You can always contact us for the usage scenarios you need.
- Simple ideas that will make a difference:
- You can tag people who don't have a recurring donation order, have a total donation of 250 USD in the last two years and at least 5 donations as potential repeat donors and send an email inviting them to the recurring donation program automatically.
- Sending information update e-mails to people who have not updated their personal profile information in the last 1 year.
