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Get more done with Tidio and Donately integration

Answer donor questions from Donately and take the next gift in the conversation.

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No credit card required

Contact sales

Integration availability depends on your Tidio plan.

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Category

Marketing Automation

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Donately

Confirm the gift arrived

The Donately record answers whether a donation went through and what it was for, which is the most common question a small team fields.

Help someone give

A visitor asking how to support a campaign is guided to the right Donately form in the conversation, while the reason they came is still fresh.

Save the monthly donor

A failed recurring payment in Donately starts a chat, and a donor who updates a card keeps giving instead of quietly dropping off.

Handle receipts and records

Questions about a receipt or a yearly total are answered from Donately, which saves the staff hours around tax time.

Overview

Donately handles donations, recurring gifts and campaigns for organizations where every hour of staff time counts. Connected to Tidio through Zapier or the Tidio API, the chat answers what donors ask: whether a gift went through, what the receipt says, how to change a monthly amount. New donors can be taken to the right Donately campaign while they are motivated, and lapsed cards get fixed before the giving stops.

Key features

  • Confirm a donation with the Donately record rather than a promise to check
  • Take the gift while they are here by pointing them at the right Donately campaign
  • Fix a recurring gift when a card fails and the giving would otherwise stop
  • Answer receipt questions so nobody waits for an email that already went to spam
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Donately

Marketing Automation

Tags

  • Marketing Automation

  • Email Marketing

How it works

Connect Donately in minutes

  1. 1

    Connect Tidio and Donately

    Link them with Zapier or the Tidio API, with access to the Donately donor and donation records the chat should use.

  2. 2

    Decide what the chat handles

    Choose which Donately lookups are automatic and which conversations reach a member of staff.

  3. 3

    Keep giving simple

    Donately processes the gifts and keeps the records, and the chat answers the questions around them.

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Frequently asked questions

Common questions about the Donately integration

Can donations be taken in the chat?

The conversation guides someone to the right Donately form or link and answers their questions on the way. Donately still processes the payment and issues the receipt.

What can staff see?

The donor and donation fields you map, such as amount, date, campaign and recurring status. Donately stays the record for everything financial.

Is the Donately integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Donately integration.