Donor communications
Write to donors with the relationship in view.
Keep acknowledgements, email, newsletters, SMS, print work, segments, and follow-up tied to the donor record. Staff can see what was sent, why it mattered, and what should happen next.
Email and acknowledgements begin on Launch. Growth adds multichannel communication; Scale adds advanced scope and controls.
Current audience lists
Build segments from donor, giving, sponsorship, event, trip, and engagement data without maintaining a separate copy of the list.
Communication history
Keep sent messages, responses, notes, and next steps visible on the relationship record for development and stewardship staff.
Reviewed donor work
Prepare drafts from permitted context, route sensitive work for review, and preserve the approved version with the resulting activity.
A communication workflow staff can follow
Audience, message, review, delivery, and follow-up remain connected instead of moving through separate spreadsheets.
Step 1
Define the audience
Use current CRM and program criteria to build the donor or member group for an acknowledgement, appeal, update, or stewardship touch.
Step 2
Prepare the message
Write from the relationship and campaign context. Tali can prepare reviewed drafts when an AI-credit allowance is active.
Step 3
Review and deliver
Apply the approval path required for the message, then send through the channel included in your plan and configuration.
Step 4
Record the response
Keep delivery, replies, notes, and assigned follow-up on the donor record so the next touch starts from the full history.
Product record
See the audience, message, and follow-up on one record trail.
A communication is more useful when staff can verify who was included, what was sent, and what happened next.
- Audience
Saved recipients, segment source, exclusions, and audience changes
The saved audience preserves the intended recipients and can show when current tag membership has changed since it was captured.
- Message
Channel, approved content, delivery activity, and replies
Email, SMS, notes, and related message activity remain available from the constituent history permitted to the staff member.
- Next step
Assigned owner, due date, status, and source relationship
Follow-up work points back to the donor or organization record that gave the message its context.
Ask to see an audience saved, a membership change detected, a message recorded, and the resulting follow-up opened from the donor record.
How communication scope changes by plan
- Launch covers email and acknowledgements for a focused development operation.
- Growth adds newsletters, SMS, print workflows, broader segmentation, and multiple program contexts.
- Scale adds advanced approvals, cross-program automation, reporting, and deeper integration scope.
- Message volume, deliverability configuration, channel providers, consent, and jurisdiction-specific requirements are reviewed during setup.
Explore Gratona by fundraising goal