# Origamy playbook spec v1. Reference: /playbooks/spec-format/
spec_version: 1
id: church.giving-thank-you
title: Giving thank-you
sector: church
source:
kind: synthesized
notes: >-
No church has sent us giving data yet, so there is no engagement to copy. Written from the
base patterns, with an event contract the church's giving platform or finance system has to
send. Thank-you messages never mention amounts.
derived_from: null
vocabulary:
person: giver
people: givers
group: team
summary: >-
Thanks every giver the morning after they give, never mentioning the amount, and lets a
pastor personally thank first-time givers. A monthly report to the finance team counts
givers, not money.
when_to_use:
- Your giving platform or finance team can send Origamy an event for each gift (by API, a webhook relay or a CSV import).
- You want every gift acknowledged warmly and first-time givers welcomed personally.
requires:
data_in:
- how: webhook
what: "Your giving platform posts each gift to a webhook source."
- how: sheet_sync
what: "Or finance keeps a giving sheet synced as events (one row per gift), or uploads a CSV each week."
channels:
- channel: email
for: The thank-you
needs: A verified sending domain for {{ params.email_from }}.
events:
- "{{ params.gift_event }}"
traits:
- first_gift_at
parameters:
- key: org_name
ask: true
question: What should messages call your church?
label: Church name
type: string
example: Grace Community Church
- key: gift_event
ask: true
question: What is the giving event called in your data? (one per gift)
help: Its properties should include fund and method, and first_gift true on someone's first gift. The amount is never shown in messages.
label: Gift event
type: event_name
default: Gift Received
- key: pastoral_team
ask: true
question: Who should personally thank first-time givers?
label: Pastoral team
type: team_name
default: Pastors
- key: finance_team
ask: true
question: Who gets the monthly giving summary?
label: Finance team
type: team_name
default: Finance
- key: email_from
ask: true
question: Which address should thank-you emails come from?
label: Sender address
type: email
example: thanks@yourchurch.example
- key: thanks_delay
label: Thank-you after the gift
type: duration
default: 12h
- key: timezone
label: Time zone for the report
type: timezone
default: "{{ workspace.timezone }}"
- key: greeting_fallback
label: Greeting when a first name is missing
type: string
default: friend
timings:
- Thank-you email {{ params.thanks_delay }} after each gift, at most once a week per giver however often they give.
- First-time givers also create a task for {{ params.pastoral_team }} to thank them personally, due in 3 days.
- "Monthly summary on the 2nd at 09:00 ({{ params.timezone }}): the number of givers and first-time givers, no amounts."
customer_must:
- "Send {{ params.gift_event }} for each gift with properties fund, method and first_gift (true on a first gift), identified by the giver's email or phone. Don't put amounts in traits."
- Add people to the {{ params.pastoral_team }} and {{ params.finance_team }} teams.
- Verify the sending domain, switch the follow-ups and report on, and test with your own gift record.
objects:
- ref: team_pastoral
kind: team
about: Thanks first-time givers personally.
body: { name: "{{ params.pastoral_team }}" }
- ref: team_finance
kind: team
about: Gets the monthly giving summary.
body: { name: "{{ params.finance_team }}" }
- ref: tmpl_thanks
kind: template
about: The thank-you email (no amounts).
body:
name: Thank you for giving (email)
channel: email
category: Giving
style: html
status: active
subject: "Thank you, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}"
metadata: { email: { from: "{{ params.email_from }}", preview_text: "" } }
variables: {}
body: >-
Dear {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},
Thank you for your generous gift to {{ params.org_name }}. Your giving makes our
ministry possible and blesses many lives in our church and community.
With gratitude,
{{ params.org_name }}
Unsubscribe
- ref: q_givers
kind: saved_question
about: How many people gave in the period.
body:
name: "Report: givers"
data_plane_id: default
viz_type: number
viz_settings: {}
visibility: workspace
query_ast:
table: events
filters: { operator: and, conditions: [{ field: event_name, op: eq, value: "{{ params.gift_event }}" }] }
aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }]
- ref: q_first_givers
kind: saved_question
about: How many gave for the first time.
body:
name: "Report: first-time givers"
data_plane_id: default
viz_type: number
viz_settings: {}
visibility: workspace
query_ast:
table: events
filters:
operator: and
conditions:
- { field: event_name, op: eq, value: "{{ params.gift_event }}" }
- { field: properties.first_gift, op: eq, value: true }
aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }]
- ref: report_monthly
kind: report
about: Givers and first-time givers last month, compared with the month before. No amounts.
body:
name: "Monthly: giving summary"
description: Number of givers and first-time givers last month. No amounts.
schedule_cron: "0 9 2 * *"
timezone: "{{ params.timezone }}"
enabled: false
spec:
period: previous_month
compare: previous_period
week_start: sunday
sections:
- { id: givers, kind: saved_question, title: Givers, viz: number, params: { question_id: "{{ ref.q_givers.id }}" } }
- { id: first, kind: saved_question, title: First-time givers, viz: number, params: { question_id: "{{ ref.q_first_givers.id }}" } }
- { id: tasks, kind: tasks_summary, title: Personal thank-yous, params: {} }
recipients: [{ type: team, id: "{{ ref.team_finance.id }}" }]
channel_policy: { mode: email_only }
- ref: wf_thanks
kind: workflow
about: The thank-you email the morning after; at most once a week per giver.
body:
name: "Giving: thank you"
description: A thank-you after each gift, at most once a week per giver.
enabled: false
trigger_type: event
trigger_config: { event_name: "{{ params.gift_event }}" }
steps:
- { id: s1, type: delay, config: { duration: "{{ params.thanks_delay }}" } }
- { id: s2, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_thanks.id }}" } } } }
re_entry_policy: cooldown
re_entry_cooldown_hours: 168
goal: {}
exit_conditions: []
- ref: wf_first_gift
kind: workflow
about: A first gift gives the pastoral team a task to thank the giver personally.
body:
name: "Giving: first-time giver"
description: On someone's first gift, a pastor thanks them personally.
enabled: false
trigger_type: event
trigger_config:
event_name: "{{ params.gift_event }}"
property_filters: [{ property: first_gift, cond_operator: eq, value: true }]
properties: { $origamy_property_filters: true }
steps:
- { id: s1, type: action, config: { action_type: set_trait, traits: { first_gift_at: "{{ now }}" } } }
- id: s2
type: human_task
config:
human_task:
title: "First-time giver: {{ traits.first_name }} {{ traits.last_name }}"
instructions: |-
{{ traits.first_name }} {{ traits.last_name }} gave for the first time. Please thank them personally (a call, a note or a word on Sunday).
Don't mention the amount.
assignee_refs: [{ type: team, id: "{{ ref.team_pastoral.id }}" }]
strategy: round_robin
completion_policy: first_response_wins
outcome_options:
- { id: thanked, label: Thanked, intent: positive }
- { id: not_reached, label: Could not reach, intent: negative }
due_hours: 72
wait: false
notify: immediate
re_entry_policy: once
re_entry_cooldown_hours: 24
goal: {}
exit_conditions: []
eval:
name: 68_church_giving_thank_you
mode: task
vertical: church
prompt: >-
When someone gives, send them a warm thank-you the next morning, without mentioning the
amount. If it's their first gift, ask one of the pastors to thank them personally. Send
the finance team a monthly count of givers.
expect_artifacts: [workflow, message_template]
forbid_terms: [discount, cart, checkout, purchase, revenue, customers, upsell]