Relationship Tools
Automated Stewardship Flows: Keep Funders Warm Between Cycles
Funders renew with the organizations they hear from regularly. Yet most development teams juggle 50+ relationships with a staff of two. Automated Stewardship Flows ensure every supporter receives meaningful touchpoints that highlight your impact, not generic “just checking in” emails.
What\'s inside the new release?
- Prebuilt sequences for welcome, milestone celebration, reporting check-ins, and renewal prep.
- AI tone-matching so the message reflects your organization\'s style while referencing live data.
- Shared visibility for leadership and board champions so everyone sees which funders were touched this week.
How Flows help nonprofits thrive
Personalized outreach at scale
Merge the latest impact stats with warm, human copy so funders feel seen.
Stewardship you can prove
Log every touchpoint automatically for grant reports and board updates.
Higher renewal rates
Organizations in beta saw 18% more multiyear commitments after four months.
How Flows work
1. Signal
Pick a trigger such as program milestone, award notification, or 30 days after submission. Expirely listens for it automatically.
2. Personalize
Merge program metrics, staff notes, or AI-written summaries into branded emails, SMS, or briefing PDFs.
3. Measure
See which funders open, click, or request a meeting so you can prioritize high-intent relationships.
Launch in under 15 minutes
Choose a template, define your trigger, and preview the AI-personalized messages. You can send via Expirely email or connect your Outlook/Google account for continuity. Analytics land in your relationship profile automatically.
Need copy inspiration?
Upload a past report and we\'ll train the AI tone to match it.