Swiftask connects your AI agents to Donately. Analyze donation behaviors in real-time and categorize your donors for highly targeted fundraising campaigns.
Resultat:
Increase conversion rates and donor engagement through precise, automated segmentation.
Manual segmentation holds back your fundraising strategy
Managing donor lists by hand is a waste of time. You miss key segments and send generic messages that fail to convert. The result: donor disengagement and declining revenue.
Les principaux impacts négatifs :
Swiftask automates the classification of your Donately donors. Your AI agents analyze donation data in real-time and update your segments without human intervention.
AVANT / APRÈS
Ce qui change avec Swiftask
The traditional method
Your team exports Donately reports every week, sorts columns in Excel, then imports lists into your email tool. The process is slow and prone to human error.
The Swiftask automation
As soon as a donation is received, your Swiftask AI agent analyzes the profile, amount, and frequency. It automatically tags the donor in the correct segment. Your campaigns stay updated.
4 steps to automate your Donately segmentation
ÉTAPE 1 : Create your Swiftask agent
Configure an AI agent dedicated to donation data analysis in the Swiftask interface.
ÉTAPE 2 : Connect your Donately account
Link your Donately account to allow the agent to access transaction streams in real-time.
ÉTAPE 3 : Define your segmentation criteria
Establish business rules (e.g., 'donor > $500', '6-month recurring donor') to guide the AI.
ÉTAPE 4 : Start the automation
The agent processes data and updates your segments continuously without any intervention.
Advanced features for your donors
The AI analyzes total amount, last donation date, frequency, and donation source for a 360° view.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-donately@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.
À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.
Why choose Swiftask for your donations?
1. Increased personalization
Send the right message to the right donor at the right time.
2. Maximum productivity
Eliminate manual data entry and focus on donor relationships.
3. Segment precision
Stop making sorting errors thanks to rigorous AI logic.
4. No-code adaptability
Adjust your segmentation criteria in a few clicks without technical help.
5. Real-time reactivity
A new donor is classified instantly as soon as their transaction is validated.
Security and compliance
Swiftask applique des standards de sécurité enterprise pour vos automatisations donately.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Impact on your results
| Métrique | Avant | Après |
|---|---|---|
| Segmentation time | Several hours/week | 0 seconds (automated) |
| Conversion rate | Low (generic messages) | Improved (precise targeting) |
| Data errors | Frequent | Negligible |
Passez à l'action avec donately
Increase conversion rates and donor engagement through precise, automated segmentation.