Story first, then the gift. Donation appeals that ask once on WhatsApp.

Send a short video appeal to opted-in supporters, let them choose a gift in a WhatsApp Flow, and take the payment on your own secure checkout. The moment they give, the asking stops.

Get started free Try a live Flow on WhatsApp (opens in a new tab)
Flo, the Flowella mascot, pointing at a simple flowchart in an open ring-bound playbook with colourful tabbed pages
Trigger
An appeal list, an ad or a QR code
Channel
WhatsApp, with each choice in HubSpot
Workflow
3 templates, 1 Flow, 1 branch
Needs
HubSpot workflows, on Professional or Enterprise

Step through the play as the supporter.

Sam, a supporter, hears about your winter appeal from your list, an ad or a QR code. Each step shows what he sees on WhatsApp and what lands on his HubSpot record, from the appeal to the checkout link. Your answers in the Flow decide which way the branch goes.

Flo pointing along one of three signpost arrows, the way the branch sends each supporter down one path
Donation CampaignsStep 1 of 5
  1. Where Sam comes from

  4. Yes, £10 or more: send the checkout link

    No, under £10: thank them, ask no more

  5. Checkout: gift_checkout, then a thank-you

    Thanks: appeal_not_now, no more asks

Acme TrustBusiness account
Sample data

Today

Sam Okafor+44 7700 900318
Sample data

Properties

appeal_source
appeal_listWinter appeal list
gift_amount
No value
gift_frequency
No value
supporter_message
No value
gift_value
No value
appeal_status
in_appeal

Activity

    2 of 6 properties written

    Workflow triggers and actions need HubSpot Professional or Enterprise. Workflow actions guide

    Try a live Flow

    Scan the code with your phone to open one in WhatsApp. It’s Flowella’s own Flow, not this playbook.

    Open it in WhatsApp (opens in a new tab)

    The donation appeal blueprint.

    Appeal, a short video, a gift Flow, then one branch: givers get a secure checkout link and a thank-you, and a no is respected. You build it in a HubSpot workflow, from Flowella’s WhatsApp triggers and actions.

    • Trigger
    • Send WhatsApp
    • Delay
    • Branch
    • Goal
    • Numbered note
    1. Enrolment triggerThe appeal list, an ad or a QR code

      Opted-in supporters added to a HubSpot list, or a first message from your ad or your leaflet.

    2. Send WhatsApp TemplateThe appeal

      appeal_video, with a short video header and the Flow button “Choose a gift”.

      Video first, ask last

      A short, captioned video under 16 MB. The button is the last beat, not the first frame.

    3. Delay until event happensForm Completed, up to 3 days

      The choice lands as gift_amount, gift_frequency and supporter_message.

      No answer in 3 days: a new video, until the appeal closes.

      Keep it to one screen

      Amount and frequency as taps. Take Gift Aid in the Flow or at checkout, not both.

    4. BranchIs gift_value 10 or more?

      Any amount takes Yes. Not this time scores 0 and takes No.

      Never ask twice

      A gift or a no ends the appeal for that supporter. A second ask costs the next gift.

    5. Yes
      Send WhatsApp TemplateThe checkout link

      gift_checkout, with their choice and a button to your checkout page

      Delay until event happensPayment recorded, up to 2 days

      Your donation platform writes the payment to HubSpot, and the workflow moves on

      No payment in 2 days: one reminder with the same link.

      GoalA gift, then thanks

      A thank-you in the chat, and no more asks this appeal

      No
      Send WhatsApp TemplateThe thank-you anyway

      appeal_not_now, with no further ask

      Add to static segmentNext appeal

      Supporters to invite next time, not this time

      GoalAsked once, respected

      appeal_status set, and the appeal ends for them

      No cards in the chat

      Meta’s policy bars card numbers in WhatsApp, so payment happens on your checkout page.

    Workflow triggers and actions need HubSpot Professional or Enterprise. The answers land as contact properties on every HubSpot plan, Free included. Workflow actions guide

    Copy that turns a story into a gift.

    Three WhatsApp templates and the Flow they open carry the appeal. Payment happens on your own secure checkout page, never in the chat, and every variable comes from the HubSpot record.

    Show the messages as

    • appeal_videoMarketingEnglish (UK)Sample data

      Sends when they join the appeal list, or straight back to an ad or QR message

      Hi {{first_name}}, thank you for standing with Acme Trust. In this short video, our director explains why this winter matters. If you’d like to help, choosing a gift takes under a minute.Reply STOP to opt outChoose a gift
      Hi Sam, thank you for standing with Acme Trust. In this short video, our director explains why this winter matters. If you’d like to help, choosing a gift takes under a minute.Reply STOP to opt outChoose a gift

      Story first, in a short video header, then one tap to choose a gift.

    • appeal_giftWhatsApp Flow1 screenSample data

      Opens from the appeal’s button, synced from your HubSpot form

      The Flow, Choose your gift: choose an amount (£10, £25, £50, not this time), how often (one-off, monthly) and an optional question, a message for the team.

      Sam’s Flow, with £25 and one-off chosen, and the optional question left blank.

      Amount and frequency as taps, a message optional. No card details in the chat.

    • gift_checkoutMarketingEnglish (UK)Sample data

      Sends when gift_value is 10 or more

      Complete your giftThank you, {{first_name}}. You chose £{{gift_value}}. Give it on our secure checkout page below: it takes about a minute, and we’ll confirm here when it’s through.Reply STOP to opt outComplete my gift
      Complete your giftThank you, Sam. You chose £25. Give it on our secure checkout page below: it takes about a minute, and we’ll confirm here when it’s through.Reply STOP to opt outComplete my gift

      Their choice repeated, one tap to your own checkout page, and a promise to confirm in the same chat.

    • appeal_not_nowMarketingEnglish (UK)Sample data

      Sends when gift_value is under 10

      Thank you for letting us know, {{first_name}}. We won’t ask again during this appeal, and we’re grateful you stand with Acme Trust.Reply STOP to opt out
      Thank you for letting us know, Sam. We won’t ask again during this appeal, and we’re grateful you stand with Acme Trust.Reply STOP to opt out

      A real thank-you for a no, and a promise kept: no more asks this appeal.

    Sample templates. Meta approves each template before it can send, and the Send WhatsApp Template action maps HubSpot properties to its variables.

    Five things that show a supporter is ready to give.

    The play captures all five. The answers land in custom properties the play creates, next to Flowella’s own events, so a workflow can read them.

    5 signals, what each looks like, and where each lands in HubSpot
    SignalNot yetReady to giveLands in HubSpot as
    The amount they chooseA chosen amount, before checkout, tells you who to thank and who to follow up. Not this time £50, monthly gift_amount
    How fast they open itFlowella logs how long the appeal took to read. Minutes beat days. Read days later Read in minutes timeToReadSecondsOn the Message read event
    Whether they finishOnly a finished Flow fires Form Completed, so a half-hearted tap never gets a checkout link. Opened, then left Every question done Form CompletedThe Flowella trigger
    Whether the gift goes throughA payment written to HubSpot ends the appeal, so nobody is asked again after giving. Checkout left open Payment recorded appeal_status
    What they tell youA line from a supporter is worth reading, and worth a personal reply. Left blank A personal message supporter_message

    Why WhatsApp appeals work.

    Supporter emails pile up unread. A short video on WhatsApp gets watched, and the gift takes a few taps and a secure checkout, in the same few minutes.

    • Why speed matters

      Giving is an impulse that fades. A video where supporters already read, then a gift chosen in taps, turns the moment into a donation before the feeling passes.

    • How to enhance it

      Offer a monthly gift after a one-off, send major donors a personal message instead of the appeal, use a match deadline in the last video, and segment by past giving.

    • Gotchas

      Exit on the first gift, take Gift Aid in one place only, submit appeals as marketing templates, honour STOP replies, and never ask for card details in the chat.

    The point: the video makes the case; WhatsApp makes giving a few taps.

    A £50k donation campaign, on WhatsApp.

    Countryside Alliance sends its WhatsApp campaigns from Customer.io through the Flowella API. This play runs the same kind of appeal from a HubSpot workflow.

    Game-changing donation campaign tool that delivers personal WhatsApp engagement with seamless automation and dramatically better completion rates.

    Lawrence Tribe-Endt Lawrence Tribe-EndtCommercial Director, Countryside AllianceCustomer.io through the Flowella API Countryside Alliance
    • £50kdonation campaignCountryside Alliance
    See all reviews on the HubSpot Marketplace (opens in a new tab) G2 reviews (opens in a new tab)

    Every play, in one playbook.

    The HubSpot + WhatsApp Playbook, Vol. 01, puts each play on a two-page spread: why and when it works on the left, the blueprint on the right, and the WhatsApp copy ready to paste. Donation Campaigns is one of them.

    1. Leave your WhatsApp number. Four fields, and no sales call attached.
    2. A short Flow arrives. It’s a live Flowella Flow, so you see one working.
    3. The playbook lands in the same chat.
    Get the playbook

    Free. Reply STOP at any time to stop the messages.

    Vol. 01

    The HubSpot + WhatsApp Playbook

    Workflows that actually convert.

    • Each play on a two-page spread
    • The WhatsApp copy, ready to paste
    • Blueprints you can build in HubSpot

    flowella.ioField manual

    Page 1 of 3The cover

    Browse playbooks by what you do.

    Twenty plays, each a working blueprint. These six sit closest to fundraising.

    Browse all playbooks

    This play is filed under Fundraising Grow revenue Charity & Non-profit

    • Membership Renewals

      Renew more memberships: a WhatsApp reminder 30 days out, a one-screen Flow, the renewal link for members who stay, and a person for anyone unsure.

      • Customer success

    • Re-engagement

      Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.

      • Marketing
      • Customer success

    • Event & Webinar Reminders

      Fill events and webinars with a WhatsApp invite, a three-tap booking Flow, timed reminders, and the recording for anyone who can’t make it.

      • Sales
      • Marketing

    • Refer-a-Friend

      Turn happy customers into tracked referrals with WhatsApp invites, unique links, friend signup checks, thank-you messages, and two-sided rewards.

      • Marketing
      • Customer success

    • NPS / CSAT

      Collect two-tap CSAT or NPS answers on WhatsApp, thank happy customers, and route every unhappy one to a person and a HubSpot ticket.

      • Support
      • Customer success

    • Contact Data Refresh

      Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.

      • Support
      • Customer success
    Flo jumping for joy with her fist in the air and a phone in her hand

    Run your next appeal on WhatsApp.

    Turn your appeal list into a video, a gift Flow and a secure checkout, all tracked in HubSpot. Start free today, or book a 30-minute demo and we’ll map this play to your appeal.

    Get started free Try on WhatsApp (opens in a new tab)
    Or book a 30-minute demo