Momentum helps you stay in touch with donors at just the right moment—without the mental overhead of remembering who needs what, when. Our automated recommendations surface timely outreach suggestions based on donor milestones, engagement patterns, and your custom settings.
These are recommendations only—you always stay in control. Momentum will never send anything on your behalf.
How It Works
Automated recommendations are driven by simple, configurable rules tied to each portfolio segment (like VIP donors, new givers, or recurring supporters). These automations shape a consistent engagement journey by surfacing outreach opportunities as they arise.
When a rule is triggered, a suggested action appears in your Inbox Action Queue, ready for you to personalize, send, or reschedule.
Default Recommendation Types
Recommendation
| Recommendation | What It Triggers |
| No Contact for X Days | Prompts outreach if a donor hasn’t heard from you in a set number of days |
| Birthday | Suggests a celebratory message to help mark the donor’s special day |
| Giving Anniversary | Reminds you to acknowledge the anniversary of a donor’s first or most recent gift |
| Follow-Up if No Reply | Surfaces a nudge to follow up when a donor hasn’t responded to a previous message |
| Gift Received | Prompts a timely thank-you once a new donation is logged from your CRM |
Why It Matters
- Keeps your portfolio warm without daily guesswork
- Helps ensure consistent, thoughtful outreach across segments
- Saves time by prompting the right action, at the right moment
- Reduces the risk of missing key donor milestones
Fully Configurable
Every automation rule can be tailored:
- Set custom timelines (e.g. 60 days of no contact for major donors, 30 for mid-level)
- Adjust language prompts for different segments
- Disable rules for certain donor types if needed
Use these settings to reflect your unique stewardship strategy—and adjust as you learn what works best.
You Stay in Control
Momentum never sends outreach automatically. All recommendations are surfaced in your Inbox for you to review, personalize, and send. It’s smart support, not autopilot.
TL;DR
Use this feature to: Stay in consistent, timely contact with donors based on automated triggers
You’ll see recommendations for: Birthdays, giving anniversaries, follow-ups, and more
Customizable by: Portfolio segment, timing, and messaging style
You stay in control: Nothing sends without your review and approval