Follow Up With New Givers

Follow Up With New Givers

Alex Ortiz-Rosado

Digital giving apps and tools

Good stewardship habits are worth celebrating!

Perhaps you’ve wanted a way to identify first time givers, but running that weekly report just never gets done amidst all your other responsibilities.

Now, you can establish a task for Follow Up with New Givers and be alerted by email of those first time stewards.

This task does the discovery for you so you can focus on building relationship, sending a personalized Thank You by email or better yet a handwritten card (snail mail still has its place!).

Setting Up Your Follow Up with New Givers

  • 1. Go to More > Tasks > Automated Tasks
  • 2. Click "+ Add Task"
  • 3. Select "Follow Up with New Givers"
  • 4. Choose the fund criteria you'd like to use when looking for first time givers
  • 5. Choose the follow up that should be triggered
  • 6. Click "Add Task"

    • This is also a great way to track people returning to stewardship commitments after a long absence, or be alerted when established givers donating to a specific fund for the first time. Let the information come to you and remember the power is in your response.

    We hope this feature will help you stay more connected to the people connected to your church.

    For a complete overview of the Follow Up with New Givers, check out our help center.

    Share this Article:

    Looking for an easy-to-use software to help manage your church?

    We'd love to show you what we built!

    Start 14-Day Free TrialSchedule a DemoTry It Out First

    Join 10,000+ happy churches using Breeze ChMS™.

    Name
    loves Breeze

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

    Try a demo of Breeze for yourself!
    Name
    loves Breeze

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

    Try a demo of Breeze for yourself!
    Name
    loves Breeze

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

    Try a demo of Breeze for yourself!
    David P.
    loves Breeze
    St. Pauls United Methodist Church

    Breeze has been incredible. Their customer service, commitment to innovation, and their product are top-notch. I love the features, the ease of use and the mobile applications.

    Try a demo of Breeze for yourself!
    Karen M.
    loves Breeze
    Hillcrest Church

    All of our database needs have been more than met, it's easier to use than the last database we had, and the price is amazing - what a value this has been to our church! All of our staff can use this software and they do regularly. We use it to track…literally anything a church could possibly need to track regarding it's attenders.

    Try a demo of Breeze for yourself!
    Chris K.
    loves Breeze
    Crossroads United Methodist Church

    Breeze has been a great asset to our church and congregation. Especially from an administrative standpoint, it has been the most adaptable and easiest church database I have ever used. The features from blast emails to giving on-line, and texting have been one of our greatest assets. Thank you!

    Try a demo of Breeze for yourself!
    Ed R.
    loves Breeze
    Church Admin

    We switched from a major, web-based ChMS to Breeze and our decision is confirmed every day. We are a medium size church and we use Breeze for contributions, member management, event checkin and a few other applications custom to our church. I had trouble getting any staff to use our previous ChMS but almost all staff are using Breeze. The product is very well designed, extremely easy to learn and use and customer service is incredible.

    Try a demo of Breeze for yourself!
    Ellen G.
    loves Breeze
    Grace Church

    Breeze has opened the communication highway for our congregation and staff, with very little training. Because members can update their own records and search easily for other members - and map their locations, send emails and text right from Breeze, they love it and our data is more real-time accurate. Our ministries are stronger, because they can trust the data in Breeze, which is easily accessed anywhere, anytime.

    Try a demo of Breeze for yourself!
    Steve H.
    loves Breeze
    First Presbyterian Church of Ramsey

    Breeze is the first ChMS my volunteers have actually embraced. That's because it's so easy to use. The software is very flexible and gives us the opportunity to make decisions based on actual data we've collected and not just hunches or stories we believe to be true.

    Try a demo of Breeze for yourself!
    Allicia B.
    loves Breeze
    Ellel Ministries Canada

    I cannot say enough about Breeze. Their customer service is so friendly, you feel like you have friends and family helping you get started, they're prompt to reply and will do whatever they can to help you get things sorted out. It's been so easy to learn, our staff is loving it and best of all even our staff who are not computer savvy find it a breeze (pun intended). We are just thrilled by our choice.

    Try a demo of Breeze for yourself!
    Kevin D.
    loves Breeze
    Central Baptist Church

    From the start of our process looking for an online solution, Breeze has exceeded all our expectations. Fast data import, fast and friendly customer support, and we can’t say enough about how much we like the program itself. Very well designed and user friendly. On a scale of 1-10, Breeze gets a 15 from us!

    Try a demo of Breeze for yourself!

    Rated 4.9 stars – 560+ reviews on Capterra