Non-Profit & Community

WhatsApp Automation for NGOs & Charities

Amplify your impact with instant donor acknowledgments, volunteer coordination, campaign updates, and transparent reporting—all through WhatsApp, where your supporters already are.

65%
Higher donor retention
Automated follow-ups keep donors engaged and giving
80%
Volunteer show-up rate
Multi-step reminders ensure volunteers attend events
10+ hrs
Saved per week
Automate donation receipts, event RSVPs, and updates
90%
Message open rate
WhatsApp beats email for critical donor communications
The Problem

Challenges NGOs & Charities Face

Limited resources, multiple stakeholders, and the need for transparency

Donor Engagement Gap

Donors give once and never hear back. Without regular updates on impact, they don't donate again or refer others.

Volunteer Coordination

Managing volunteer schedules, event assignments, and last-minute changes through calls and emails is overwhelming.

80G Receipt Delays

Donors wait weeks for tax receipts. Manual process means errors, delays, and donors chasing your team.

Fundraising Fatigue

Same donors tapped repeatedly while potential supporters don't know about your work. Need to reach new audiences.

Impact Reporting

Donors want to know "where did my money go?" Creating and sharing impact reports manually is time-consuming.

Event Turnout Issues

People register for events but don't show up. Low turnout means wasted resources and missed opportunities.

Solutions

WhatsApp Solutions for NGOs & Charities

Automate donor relations, volunteer management, and impact communication

01

Instant Donation Acknowledgment

Rule Starter+ $29

When donation is received, instantly thank the donor with personalized message showing their impact and receipt timeline.

Example Setup

Trigger: Payment webhook received OR manual tag "donation_received"

Action: Send acknowledgment with:
- Personalized thank you
- Donation amount and details
- Impact translation (what Rs.X provides)
- Receipt timeline
- Donor portal link

Custom fields updated:
- total_donated, last_donation_date, donor_tier

How It Works

When your payment system records a donation, a webhook triggers this instant acknowledgment. Donors feel immediately appreciated and see exactly what their money will accomplish. The impact translation is powerful—"1,000,000₫0 = education for 2 children" is more meaningful than just a receipt number.

Workflow tip: Create different impact translations for different donation amounts. 1,000,000₫ might be "10 meals" while £4,000 could be "full year scholarship for one child."

02

Donor Nurture Journey

Sequence Starter+ $29

After first donation, start a sequence showing impact updates, beneficiary stories, and gentle asks for continued support.

Example Setup

Sequence: "Donor Nurture - First Time"
Trigger: Tag "first_donation" added

Day 7:
- 80G receipt delivered + thank you

Day 30:
- Impact update with beneficiary story

Day 60:
- Monthly report + invitation to visit center

Day 90:
- Gentle ask for second donation + matching offer

Day 120:
- Recurring donation pitch

Exit: When tag "recurring_donor" added OR "opted_out"

How It Works

Most NGOs lose first-time donors because they don't follow up. This automated sequence keeps donors engaged with real stories and impact data. The emotional connection (beneficiary stories) combined with transparency (monthly reports) builds trust. By day 90, donors are primed for a second gift or recurring commitment.

Workflow tip: Always include visuals—photos of beneficiaries, infographics of impact. WhatsApp engagement with images is 3x higher than text-only.

03

Volunteer Registration & Onboarding

Journey Starter+ $29

When someone wants to volunteer, guide them through registration, skill matching, background verification, and assignment.

Example Setup

Journey: "Volunteer Onboarding"
Trigger: Keyword "volunteer" OR "help" OR "contribute time"

Step 1: Welcome + skill selection
Step 2: Availability preferences
Step 3: Location preference
Step 4: Hours commitment
Step 5: Background info (ID proof if needed)
Step 6: Agreement to volunteer policy
Step 7: Save to CRM + assign to coordinator
Step 8: Send welcome kit + first opportunity

How It Works

This journey replaces paper forms and phone calls. Potential volunteers complete registration at their convenience, and their responses are automatically saved to your CRM. Skill matching ensures you assign the right people to the right tasks. The structured flow also filters out casual inquiries from committed volunteers.

Workflow tip: Add a "Volunteer Anniversary" sequence to celebrate and retain long-term volunteers with appreciation messages.

04

Volunteer Event Coordination

Sequence Starter+ $29

Send event details, reminders, and day-of updates to volunteers with check-in confirmation.

Example Setup

Sequence: "Volunteer Event"
Trigger: Tag "event_assigned_{event_id}" added

7 days before:
- Event invitation with details + confirm request

3 days before:
- Reminder with preparation checklist

1 day before:
- Final reminder with contact details

Event day morning:
- Day-of briefing + location link

Event day +1:
- Thank you + feedback request + certificate

How It Works

Volunteer no-shows are devastating for NGO events. This sequence ensures volunteers are reminded multiple times and have all the information they need. The confirmation request creates accountability—volunteers who reply "CONFIRM" are 80% more likely to show up. Day-of updates reduce confusion at the venue.

Workflow tip: Track attendance and create a "reliable volunteer" segment for high-priority events.

05

Fundraising Campaign Broadcasts

Campaign Starter+ $29

Launch fundraising campaigns with compelling stories, progress updates, and donation links to your supporter base.

Example Setup

Campaign: "Education for 100"
Audience: All supporters (past donors + newsletter)

Message 1 (Launch):
- Campaign introduction + goal + donation link

Message 2 (Day 5):
- Progress update + success story

Message 3 (Day 10):
- Halfway milestone OR urgency reminder

Message 4 (Final Day):
- Last call + matching donation announcement

Segment responses:
- Donated → Thank you sequence
- Clicked but didn't donate → Follow-up

How It Works

Campaign broadcasts reach your entire supporter base with compelling asks. The progress bar (67/100) creates social proof and urgency. Multiple touchpoints over the campaign period capture donors at different decision points. WhatsApp's 90%+ open rates mean far more supporters see your appeal compared to email.

Workflow tip: Always include an opt-out option. Donors who opt out of campaigns can still receive impact updates—segment accordingly.

06

Recurring Donor Management

Sequence Starter+ $29

For monthly donors, send regular impact updates, receipts, and appreciation to maintain long-term relationships.

Example Setup

Sequence: "Monthly Donor Care"
Trigger: Tag "recurring_donor" + monthly schedule

Monthly (1st week):
- Previous month impact report + receipt

Quarterly:
- Special beneficiary story assigned to this donor

Annually (Donor anniversary):
- Anniversary thank you + total impact summary + gift

If payment fails:
- Soft reminder + alternative payment link
- 3-day follow-up if still pending

How It Works

Recurring donors are your most valuable supporters—they provide predictable income. This sequence ensures they feel valued every month with personalized impact reports. The "Child Spotlight" feature creates emotional connection by linking their donation to a specific beneficiary. Anniversary celebrations reinforce their commitment.

Workflow tip: Handle failed payments gracefully with soft reminders rather than harsh collection messages. Most failures are accidental.

07

Event Registration & Reminders

Journey Starter+ $29

For charity events, manage registrations, send reminders, and reduce no-shows with automated follow-ups.

Example Setup

Journey: "Charity Event Registration"
Trigger: Form submission OR payment for event

Immediate:
- Registration confirmation + ticket details

7 days before:
- Event reminder + agenda preview

2 days before:
- Final reminder + logistics (parking, dress code)

Event day:
- Morning reminder + venue map

Event +1:
- Thank you + event photos + feedback request

Event +3:
- Donation follow-up for auction winners

How It Works

Charity events often see 30-40% no-show rates. This journey dramatically improves attendance through strategic reminders. The confirmation request ("Reply ATTENDING") creates psychological commitment. Detailed logistics in pre-event messages remove barriers to attendance. Post-event follow-up captures donations from inspired attendees.

Workflow tip: For galas with sponsors, create a separate VIP sequence with additional touchpoints like personalized thank-you videos.

08

CSR Partner Communication

Rule Pro+ $99

For corporate CSR partners, send project updates, employee engagement opportunities, and impact reports professionally.

Example Setup

Rule: "CSR Quarterly Update"
Trigger: Scheduled quarterly OR milestone reached

Auto-populate from CRM:
- Company name, CSR contact, project name
- Grant amount, utilization figures
- Impact metrics from project tracker

Include:
- Professional utilization report
- Photo gallery link
- Upcoming volunteer opportunities
- Site visit invitation

CC: Internal relationship manager

How It Works

CSR partnerships require professional, data-driven communication. This templated approach ensures consistent reporting while pulling actual figures from your systems. Fund utilization transparency builds trust for grant renewals. Employee volunteer opportunities deepen the corporate relationship beyond just financial support.

Workflow tip: Create a CSR partner segment and ensure all communication is professional, formal, and includes verifiable impact data.

09

Emergency Appeal Broadcasts

Campaign Starter+ $29

During emergencies or disasters, quickly mobilize supporters with urgent appeals and real-time updates.

Example Setup

Campaign: "Emergency Relief"
Template: Pre-approved for emergencies

Launch immediately when crisis occurs

Update 1 (Launch):
- Situation description + immediate ask

Update 2 (Day 2):
- Ground team update + progress

Update 3 (Day 5):
- Impact report + continued need

Update 4 (Week 2):
- Rehabilitation phase + long-term support ask

Segment: All supporters + social media acquired

How It Works

Emergency fundraising requires speed. Having pre-approved templates means you can launch appeals within hours of a crisis. WhatsApp's instant delivery ensures supporters see urgent appeals immediately—critical when situations evolve rapidly. Real-time progress updates maintain momentum and trust.

Workflow tip: Pre-create emergency appeal templates during calm periods. Include campaign-specific MoMo IDs for easy tracking of emergency donations.

10

Beneficiary Success Stories

Sequence Starter+ $29

Share success stories of beneficiaries with donors who supported them, creating emotional connection and encouraging continued support.

Example Setup

Sequence: "Success Story Sharing"
Trigger: Beneficiary milestone achieved (graduation, job, etc.)

Identify linked donors:
- Who sponsored this beneficiary?
- Who donated during their enrollment year?

Send personalized story:
- Include specific donation details
- Beneficiary's direct message/video
- Photos of achievement
- Clear CTA for continued support

Follow-up:
- If donor responds → Human handoff
- If clicks "SPONSOR" → New sponsorship flow

How It Works

Nothing motivates donors like seeing the long-term impact of their giving. This sequence automatically identifies which donors supported a beneficiary and shares that specific success story with them. The personal connection ("the child YOU sponsored") is far more powerful than generic success stories in newsletters.

Workflow tip: Maintain a beneficiary-donor linkage in your CRM. Even for general donors, you can say "during the year you first donated, we enrolled David..."

CRM

Donor & Volunteer Pipeline

Track supporters from first contact to long-term champions

Inquiry
Interested in cause
First Gift
Initial contribution
Engaged
Receiving updates
Repeat
Multiple gifts
Monthly
Recurring support
Champion
Major donor
Capabilities

What You Can Achieve

Amplify your impact with better communication

Capability Starter ($29) Pro ($99) Business ($470)
Donation acknowledgments Basic thank you With impact translation Personalized by amount
Donor nurture sequences - 3-message journey Multi-month program
Volunteer registration Basic form Multi-step with skills Full onboarding flow
Event coordination Manual reminders Automated sequence With check-in tracking
Fundraising campaigns 500 supporters 2,500 supporters 10,000 supporters
Monthly donor management - Basic reports Full lifecycle
CSR partner updates - - Professional reports
Emergency appeals Basic broadcast With progress updates Real-time tracking
Success story sharing - General stories Donor-linked stories
Team members 2 5 15

Prices in USD. View pricing in your local currency →

Recommended for NGOs & Charities

NGOs building long-term donor relationships need the Pro plan. Instant donation acknowledgments with impact details, 3-message nurture sequences, multi-step volunteer registration, and automated event coordination transform supporter engagement. Fundraising campaigns reaching 2,500 supporters and monthly donor management help sustain your mission.

Start with Pro Plan

Amplify Your Impact with WhatsApp

Join NGOs across India building stronger donor relationships through automated, personalized communication.