Automated Neon CRM Donor Renewal Reminders
Every Monday, WebRun opens Neon CRM, checks memberships and recurring gifts due to renew or lapse in the next two weeks, logs each donor to a Google Sheet, and emails the development team a renewal reminder list so lapsing donors get a personal outreach in time.
How do I catch lapsing donors in Neon CRM before I lose them?
WebRun checks Neon CRM every Monday for memberships and recurring gifts due to renew or lapse within two weeks, logs each donor to a Google Sheet, and emails the development team a sorted renewal list, so lapsing donors get a personal outreach while there's still time to keep them.
- Lapsing donors are caught two weeks out instead of after they lapse
- Every renewal risk is logged on one shared tracker
- The development team gets a ready-made outreach list every Monday
Built for nonprofit development teams · membership organizations · fundraising coordinators · donor relations staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.neonone.comin a real browser with your saved login - no setup, no API keys. -
1
Neon CRM - find memberships and gifts nearing lapse
neonone.com
WebRun opens Neon CRM to find memberships and gifts nearing lapse. - Open Neon CRM and review memberships and recurring gifts
- Find any due to renew or lapse in the next two weeks
- Note the donor name, gift or membership type, and lapse date
Done when Every donor nearing renewal or lapse has been captured.
-
2
Google Sheets - log lapsing donors
google.com
WebRun opens Google Sheets to log lapsing donors. - Open the donor renewal tracker in Google Sheets
- Add a row per donor with gift type and lapse date
- Sort so the soonest lapse date is at the top
Done when Every lapsing donor is logged on the tracker.
-
3
Gmail - email the development team the list
gmail.com
WebRun opens Gmail to email the development team the list. - Draft an email to the development team with this week's renewal list
- Sort donors by how soon they lapse
- Leave the personal outreach and any ask to the development team
Done when The development team has this week's renewal list in their inbox.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact donors directly?
No. WebRun only finds lapsing donors and reports them. It never emails or calls a donor on its own. That outreach stays with your development team.
How far ahead does it flag a lapse?
It checks memberships and recurring gifts due to renew or lapse in the next two weeks, so there's real time for a personal outreach before it lapses.
What happens once a donor renews?
It reads the live status in Neon CRM each Monday, so a donor who's already renewed drops off the list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.