Lead with story, not the ask. This workflow runs a video-led donation appeal over WhatsApp: a short founder video lands the why, an in-chat donation Flow handles the gift, and the moment payment clears the workflow stops asking and says thank you.
At a glance
| |
|---|
| Trigger | Supporter joins a campaign list |
| Channels | WhatsApp video |
| Templates | 3 (video hook, donation Flow, thank-you) |
| Typical cycle | 10 to 14 days |
| Platforms | HubSpot, Stripe |
What this workflow does
Supporters on the campaign list receive a founder video that makes the case in under two minutes, followed by an in-chat donation Flow with amount chips, one-off or monthly options, and Gift Aid. When Stripe confirms the payment, the supporter exits the appeal track immediately and receives a thank-you video. Supporters who have not given receive a fresh angle every few days until the campaign ends.
What you will need
- A WhatsApp video template, an in-chat donation Flow, and a thank-you template
- Stripe connected for in-chat payment, with a webhook on successful payment
- A HubSpot campaign list and a donation status property
- Gift Aid handling if you are a UK charity
Workflow steps
- Trigger list membership when a supporter joins the campaign.
- Send founder video the day-0 hook with a Donate now call to action.
- Send donation Flow open the in-chat Flow with amount chips and frequency options.
- Wait for payment delay until the donation status is set, branching on the Stripe webhook.
- Branch, donated send the thank-you video, set status to Donated, and exit the appeal track. Never send another donate-now in this campaign.
- Branch, not yet every few days send a fresh video angle until the campaign close date, then end.
WhatsApp templates
tmpl_donate_video_01 founder video hook (Marketing category)tmpl_donate_flow in-chat donation Flow with amounts and Gift Aid (Utility category)- Thank-you video template sent on payment
Tips and gotchas
Exit on the first donation. A second donate-now to someone who has already given is the fastest way to lose a supporter’s trust and their next gift.
