Experience Your Donor Journey in Action
Go through the process from your donor’s perspective—and see exactly what happens the moment someone reaches out.
Fill Out the Form Like a New Donor Would
Submit the form with your real mobile number to feel the instant SMS and email—while the CRM captures everything automatically.
- Donor record is created (or updated) in the CRM instantly.
- A welcome SMS goes out within seconds.
- A welcome email goes out after 60 seconds.
- The donor is tagged and dropped into the engagement workflow.
- A notification alerts the assigned team member.
Live Donor Form — Demo
Book a Real Slot to See the Reminder Sequence
Book a demo call to experience the same confirmation and reminder automations your donors and prospects receive—in real time.
- Donor record is created (or updated) in the CRM instantly.
- Instant confirmation sent by SMS and email.
- The slot is locked on the calendar to prevent double-booking.
- A notification alerts the assigned team member.
- Reminder SMS and emails go out 24 hours and 1 hour before.
- A follow-up confirms whether the donor attended.
- The donor is tagged and dropped into the engagement workflow.
Now Call Us. Watch What Happens.
Call or text either number and see how the system responds on its own.
Let it ring, hang up, or leave a voicemail—you’ll automatically receive a missed-call text back. Send a text and you’ll get an instant automated response.
This line answers into an IVR menu—press a key to route your call. You’ll also experience a multi-day follow-up sequence, not just a single text.
Here’s What You’d See on the Other Side
This illustrated organization view shows the records, tags, pipeline movements, and notifications created by actions like the ones you just completed.
- Your donor record was created with full activity history.
- Tags and pipeline stage updated on their own.
- Every SMS, call, and booking logged in one timeline.
- Your team was notified the moment it mattered.
- Donor created — Sarah M. · +1 (555) 013-4482
- Tags applied — web-lead, demo-form, warm
- SMS sent — welcome text delivered in 8 seconds
- Call booked — Thu 10:30 AM, reminders scheduled
- Pipeline moved — New Prospect → Booked
- Team notified — assigned to you, mobile push
A simple example. Your real DonorFlow account logs the same activity, just with your own donors, tags, and pipeline stages.
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