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Lead Notifi · NGOs & Nonprofits
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Recurring Donation Reminder Bot for NGOs & Nonprofits

When a monthly donation is due, the bot reaches out automatically — "confirm payment," "pause for now," or "increase amount" each lead somewhere genuinely different, so the nonprofit sustains recurring giving without a single manual call.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the recurring donation date, then a three-way Quick Reply split routes donors into payment confirmation, a pause capture, or an increased-contribution flow — all three reconverge at tagging and a closing thank-you.

1.LogicTriggerWhen the donor's recurring monthly contribution date is reached (donor CRM)
2.CommunicationQuick Reply — branches into 3 paths: Confirm Payment / Pause For Now / Increase Amount
3.LogicSet Tagdonation-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

When the donor's recurring monthly contribution date is reached (donor CRM)

75/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your monthly contribution is due! Thank you for your continued support.

71/1024

Buttons (Max 3)

Confirm Payment

15/20

Pause For Now

13/20

Increase Amount

15/20

IF CONFIRM PAYMENT

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Here's your secure payment link: pay.leadnotifi.com/ngo/xyz789

62/1024

Set Tag

Tag (Required)

donation-confirmed

18/60

IF PAUSE FOR NOW

Text Input

Prompt (Required)

No problem — mind sharing why? It helps us understand our donors better.

72/1024

Set Tag

Tag (Required)

donation-paused

15/60

IF INCREASE AMOUNT

Text Input

Prompt (Required)

That's wonderful! What new monthly amount would you like to set?

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Set Tag

Tag (Required)

donation-increased

18/60

Set Tag

Tag (Required)

donation-followup-done

22/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thank you for your generosity! 🙏

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Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant shares concrete, specific impact updates tied to the donor's actual contribution history, and can address hesitation with real outcomes rather than a generic thank-you.

N

NGOs & Nonprofits

Online
Hi Rahul! Your monthly contribution of ₹1,000 is due — thank you for your continued support.10:01 AM
thinking of pausing, not sure the money is really making a difference10:01 AM
Totally fair to ask — your contributions over the last 6 months (₹6,000 total) directly funded school supplies for 12 children in our Pune education program. We can share photos from that distribution if you'd like.10:01 AM
oh wow i didnt realize it went to something that specific, yes id like to see10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost donation reminders across every recurring donor, but "Pause For Now" only captures a generic reason with no attempt to reconnect the donor to real impact.
AI agent: shares specific, personalized impact tied to the donor's own contribution history — often the single most effective way to retain a wavering recurring donor.
Best fit here: manual bot for routine, on-time recurring collection across the full donor base; AI agent for donors expressing doubt or hesitation, where concrete impact evidence changes the outcome.

Frequently asked questions

How does the nonprofit know when a donation reminder should fire?+
A TemplateTrigger fires based on the donor's recurring monthly contribution date stored in the donor CRM, so timing is automatic and personalized per donor.
What happens if a donor wants to pause their contribution?+
The Pause For Now branch captures a reason and tags the donor as paused, so the team can follow up personally rather than losing the donor silently.
Can the bot share real impact stories with hesitant donors?+
The manual flow just captures a pause reason; the AI agent version can share specific, personalized impact updates tied to the donor's own contribution history, as shown above.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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