The Requirement

1. Set up a way to capture donor details via their website. Set up an automated acknowledgement email whenever a new contributing donor enters CRM.
   
2. Set up automated reminder emails to past donors on the anniversary of their donation to encourage them to continue giving.
   
3. Generate reports to gain insight into their top donors for each service category.
   

Requirement—Solution Mapping

1. Set up a way to capture donor details via their website:
   Solution — Webforms
   
2. Set up an automated acknowledgement email whenever a new contributing donor enters CRM:
   Solution — Workflow rules and email templates
   
3. Set up automated reminder emails to past donors on the anniversary of their donation to encourage them to continue giving:
   Solution — Workflow rules based on a date/time
   
4. Generate reports to gain insight into their top donors for each service category 
   Solution — Reports and dashboards
   

Setting up webforms to capture donor details from their website 

1. Go to Setup > Developer Space > Webform.
   
2. Create a New Form for the Zero Donors module. (Zero Donors are people who are likely to contribute to your NGO, but have not yet made their first donation. They could be people that you sourced from awareness campaigns, campus visits, your website, or referrals from current donors).
   
3. Drag and drop the required fields in the webform editor:
   
1. First name
   
2. Last name
   
3. Email
   
4. Phone
   
5. Describe your enquiry
   
6. Choose which causes you are willing to contribute towards
   
   Note: These fields must first be available in the Zero Donors module. You need to create these fields using the module builder and customize the module before you create the form. Then when you create a webform, these fields are available to be used in the form.
   
4. Specify a landing page URL, form URL, and assignment rules as applicable.
   
1. Form URL: Where the form will be published.
   
2. Landing page URL: Where the user will be redirected to once they have submitted the form.
   
3. Assignment rules: How these entries will be distributed among CRM users.
   
5. Once you have specified the form details, you can proceed to the next step where you will get the source code.
   
6. Copy this code and publish it on the required web page on your site.
   
7. Once the form is live, any entries submitted via the form will now be added directly to Zoho CRM in the selected module and layout.
   

Setting up an automated acknowledgement email whenever a new contributing donor enters CRM

1. Go to Setup > Automation > Workflow Rules.
   
2. Create a New Rule.
   
3. Choose the Current Donors module.
   
4. Specify the Rule Trigger to specify when this workflow rule should be triggered.
   For this scenario, choose Record Action and then Create.
5. Specify a condition, if applicable. In this case, no conditions are needed.
   The rule applies to any new contributing donor.
6. Specify the automated action as Instant Action > Email Alert.
   
7. In the Email Alert Settings, choose the recipient as Current Donor Email, and select the email template relevant for this scenario.
   
   You must have already created the email template.To create a new template, go to Customization > Templates > Email Template.
   You can either write your own email or modify one of the existing templates in the gallery to suit your context.
8. Choose the appropriate template and associate it with the rule.
   
9. Save the rule.
   

Setting up automated reminder emails for donor retention

1. Go to Setup > Automation > Workflow Rules.
   
2. Create a New Rule.
   
3. Choose the Funds module.
   
4. Specify the Rule Trigger to specify when this workflow rule should be triggered.
   For this scenario, choose On a Date/Time and then choose the required donation date to calculate the donation anniversary from.
   
5. Specify a condition, if applicable. In this case, no conditions are needed. The rule applies to any new contributing donor.
   
6. Specify the automated action as Instant Action and then Email Alert.
   
7. In the Email Alert Settings, choose the recipient as Current Donor Email, and select the email template relevant to this scenario. You must have already created an email template. To create a new template, go to Customization > Templates > Email Template. You can either write your own email or modify one of the existing templates in the gallery to suit your context.
   
   
8. Choose the appropriate template and associate it with the rule.
   
9. Save the rule.
   

Generating reports and dashboards to gain insight into top donors for each service category