Journeys & automation

Donor journeys that run themselves

When someone gives, SAPu automatically enrolls them in the right email sequence — a welcome series for a first-time donor, a stewardship track for a major donor, a win-back sequence for someone who's gone quiet. And if their giving changes, they move too.

Org size calculated from your 990
Donor tiers from your own gift data
70+ built-in journey templates
Automatic tier crossing

Sized to your org

Size tier comes from IRS 990 filing data. Journeys ship in Lite, Standard, or Advanced to match your team's capacity.

Tiers that auto-adjust

Entry, mid, and major thresholds are set from your actual median gift — not fixed dollar amounts — and recalculate every 90 days.

70+ journey templates

Welcome, stewardship, lapsed reengagement, volunteer, board, planned giving, campaigns — built in and ready to turn on.

Smart tier crossing

When a gift moves a donor into a new tier, they exit the old journey and enter the right one — skipping touchpoints they've already had.

Trigger types

Journeys start from what donors actually do

These triggers are checked continuously, so a journey starts the moment a donor's activity calls for it — not whenever someone remembers to look.

Financial triggers

First gift, tier-crossing gifts, recurring setup, failed payment, or a cancelled gift.

Form triggers

Donation, volunteer, event, membership, pledge, and organization-specific forms.

Behavioral triggers

Email opens, unopened sequences, link clicks, or a visited but abandoned donation page.

Date, score & data triggers

Lapse windows, giving anniversaries, engagement score changes, and tag or field updates.

Built for action

From a single gift to the right sequence

Journeys don't just send emails: they route donors to the right track as their relationship with your organization changes.

First gift received

A first-time donor is automatically enrolled in the welcome journey that matches their entry tier.

First gift recorded
Entry Welcome journey starts
Second Gift journey primed next

Tier crossed

A gift that crosses the major donor threshold moves a donor into the right track without losing their place.

Gift crosses major threshold
Exits current journey, milestones logged
Enters Major Donor Stewardship

Going quiet

A donor who hasn't given in their expected window is routed into a reengagement sequence before they're written off.

No gift in defined window
Lapsed reengagement journey starts
Donor returns or lapse is logged
Why teams switch

Stop sending the same sequence to every donor

Generic email automation treats every contact the same. SAPu Journeys routes each donor based on their own tier, org size, and behavior.

Generic email automation

The same messages for every donor, regardless of tier

One-size sequence

Same messages for every donor, no matter their tier.

Static thresholds

Dollar cutoffs you set once and rarely revisit.

Manual tier changes

Donors move tiers only if someone notices and updates it.

Built from scratch

Every sequence starts from a blank page.

VS

SAPu Journeys

Each donor routed by their own tier, org size & behavior

Tracks by tier

Entry, mid-level, and major donors each follow their own track.

Data-driven thresholds

Tier cutoffs calculated from your actual gift data.

Automatic tier crossing

Donors move tiers the moment their giving does.

Ready-made templates

70+ templates ready to turn on — no building required.

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Let donor journeys run in the background

See how SAPu sizes your organization, tiers your donors, and routes them into the right journey automatically.

FAQ

Common questions about journeys

During onboarding, your EIN is used to pull your latest IRS 990 filing and calculate an org size tier. You can override it with a current revenue figure, and it recalibrates automatically when a new filing is detected.