As the year draws to a close, we’re thrilled to celebrate with our clients by rolling out some powerful updates.
This month, we’re enhancing two key areas: Marketing Automation and Profile Badges, bringing even more efficiency and impact to your workflows.
Marketing Automation for Fundraisers: Do More with Less
Our suite of out-of-the-box communication workflows has always been a favorite among fundraisers. From welcoming new donors to reengaging lapsed ones, CharityEngine's automated workflows make it easy to nurture relationships and keep donors engaged.
Now, we’re taking things up a notch with four new customer journey templates that will help you connect with donors in smarter, more personalized ways. 
Gift Anniversary Communication Series
Celebrate your donors’ generosity by automatically sending a personalized email on the first anniversary of their gift. This thoughtful gesture shows your appreciation and reminds them of the impact they’ve made. All you have to do is customize the message—CharityEngine takes care of the rest!
Web Form Abandonment Communication Series
Ever started filling out a form online, only to get distracted and leave it unfinished? Your donors experience this too! With our Web Form Abandonment Series, you can reconnect with potential supporters who viewed but didn’t complete a donation form. This automated follow-up helps remind them to finish their gift, ensuring fewer missed opportunities for support.
Declined Payment Attempt Communication Series
A declined payment doesn’t have to mean a lost donor. Whether it’s due to an expired card or incorrect payment information, our Declined Payment Attempt Series helps you automatically reach out to donors whose payments didn’t go through. With this series, you can offer a simple way for them to update their payment details and complete their contribution.
Online Now Communication Series
You’ve heard it before: delivering the right message at the right time is key. But what if the perfect moment is right now—while a donor is actively browsing your website? Our Online Now Series enables you to send real-time, targeted messages to visitors engaging with your CharityEngine pages. Whether they’re exploring donation forms, event registrations, or advocacy campaigns, this series can help guide them toward their next step with your organization.
Enhanced Profile Badges: Instant Insights at Your Fingertips
Your contact records are a goldmine of valuable donor data—but let’s face it, sometimes you just need critical information at a glance. That’s where contact badges shine! These handy visual indicators sit on top of your donor records, highlighting key details like whether someone is a donor, member, advocate, or pledge participant. Best of all, they’re automatically applied based on constituent activity, making your workflows smoother and keeping your team more informed.
Our latest update gives you even more ways to make these badges work for you. Say hello to next-level customization and a more intuitive way to manage donor engagement! Here’s what’s new:
Manual Badges for Ultimate Flexibility
While preconfigured badges have always been automatically applied based on specific criteria, sometimes you need a little more control. That’s why we’ve introduced manual badges!
Now, you can easily create and assign custom badges to contact, household, or organization records without any data mapping. Whether it’s for a unique campaign, a special recognition, or tracking VIP donors, these badges are tailored to meet your specific needs.
Solicit Badges for Streamlined Engagement
Ever wonder if a donor is eligible for solicitation at a glance? With our new "Can Solicit" and "Do Not Solicit" badges, the answer is crystal clear. These badges offer an instant visual cue, helping your team quickly and confidently determine the best approach for donor engagement.
With these enhancements, managing donor data becomes not just easier, but smarter. The flexibility to create manual badges and the added clarity of solicitation status ensures your team has the insights they need—when and where they need them.
Looking Ahead
As we close out 2024, we’re reminded that the success of our platform is rooted in customer feedback and needs. These enhancements are just the beginning—we can’t wait to share what’s in store for 2025!
Ready to explore these new features? Log in to your CharityEngine account today and start building smarter, more impactful donor journeys. Here’s to an exciting end to 2024 and an even brighter year ahead!
