Membership and charity

Your next supporter is reading WhatsApp at 19:42.

Membership bodies and charities run on relationships. Member and supporter records in one place. Consent first. Then giving as easy as a reply.

Book a callChat on WhatsApp
Hands holding a phone showing a WhatsApp message from Countryside Alliance, a countryside sunset behind

£50,000+raised by one WhatsApp donations appeal for Countryside Alliance

Countryside Alliance

From opt-in to gift.

How one WhatsApp appeal raised more than £50,000, step by step.

  1. Ask

    Consent first

    • Opt-in request in two batches
    • 3,651 supporters opted in
    • Opt-outs honoured automatically
    • Consent logged on the contact

  2. Run

    HubSpot

    • One supporter record
    • Workflows triggered by WhatsApp replies
    • Messages through Flowella

  3. Give

    In the chat

    • A short video message
    • Amount and frequency chosen in the chat
    • A link to the online checkout

  4. Follow up

    Automatically

    • Reminders for smaller pledges
    • A task for the team on larger gifts
    • £50,000+ raised

Countryside Alliance, October 2025 to January 2026. Opt-ins: Flowella reporting, January 2026. Amount raised: Discover Digital campaign figures, October 2026. Flowella is our sister company.

Consent

Ask first. Then count the yeses.

Nobody got the appeal without opting in to WhatsApp first. This is how the opt-in campaign ran.

  1. 40,000opt-in requests sent, roughly, in two batchesabout 2 in 5 read it
  2. 15,151requests readabout 1 in 4 readers said yes
  3. 3,651supporters opted in: about 10% of contacts, inside the 8 to 15% target

Countryside Alliance WhatsApp consent campaign through Flowella, October 2025 to January 2026. Flowella reporting, 5 January 2026.

“Flowella made it easy to run a WhatsApp-led donation campaign alongside HubSpot. We could trigger HubSpot workflows based on WhatsApp actions, so reminders and follow-ups were automated, timely, and actually relevant.”

Fone, H.Countryside Alliance. Review of Flowella on the HubSpot App Marketplace, 12 February 2026.

Where it started

Clean data first. Then WhatsApp.

The appeal worked because the records underneath it were right. In 2024 we moved Countryside Alliance off Microsoft Dynamics 365.

Before

Years of records in Dynamics 365

49membership grades to map

  • Gift Aid declarations stored as linked records
  • Donation categories that did not match HubSpot's
  • Duplicates left by an earlier partial sync
  • A fixed deadline in June 2024

After

One CRM, ready for WhatsApp

150,000+contact records moved into HubSpot in the first half of 2024

  • Memberships, deals and donation history carried across
  • Tested in a sandbox, then on a live sample
  • “No disruption to our operations”, in the client's words
  • Then 3,651 supporters opted in to WhatsApp

The work

Member services people use.

Screens from the member platform we support for SGI-UK, and a WhatsApp Flow that sends its answers straight to HubSpot.

The SGI UK Shop home page, with a garden photo and links to books and accessories
The SGI-UK shop, part of the member platform we have supported since 2022.
A WhatsApp Flow from our MemberWise demo: filled in the chat, recorded in HubSpot, answered with an AI portrait.

SGI-UK

A national membership, moved in stages.

Around 27,000 member records are now in HubSpot. Each stage is agreed and signed off before the next begins.

  1. 2022, done

    Platform support

    We support and develop SGI-UK's member platform: website, member records, shop and reports.

  2. Nov to Dec 2024, done

    Proof of concept

    A secure membership page, a member data import and an API layer, tested before any commitment.

  3. 2025, done

    Discovery

    Workshops across five workstreams. The local structure, from national level to support groups, modelled in HubSpot.

  4. Jul 2026, done

    First services on HubSpot

    SGI-UK signs off the second stage: online offerings through Stripe, with optional Gift Aid, recorded against each member.

  5. Sep 2026, happening now

    Members' portal

    Invitation-only sign-in through Microsoft Entra External ID, so members keep their own details up to date.

  6. Next, next

    Events, courses and the shop

    Later stages bring events, courses, subscriptions and the shop onto the same foundation.

Case studies

Membership and charity work.

Questions from membership bodies and charities.

Can you move us from another CRM to HubSpot?

Yes. For Countryside Alliance we moved more than 150,000 contact records from Microsoft Dynamics 365, including memberships, deals and donation history, testing in a HubSpot sandbox and on a small live sample before the full run.

How do supporters opt in to WhatsApp?

Usually through a consent campaign to people who already hear from you by email. Countryside Alliance's brought 3,651 supporters onto WhatsApp. Opt-outs are honoured automatically, and every consent change is logged against the contact.

Can supporters donate inside WhatsApp?

They choose an amount and how often inside the chat, then follow a link to your online checkout. Flowella does not take payments itself.

Can members update their own details?

Yes. A members' portal on HubSpot lets members sign in, see their own profile and keep their contact details up to date. We are building one for SGI-UK now.

Do you work with professional bodies?

Yes. Since January 2025 we have run IWFM’s Google and Meta campaigns and supported its move onto HubSpot Marketing Hub, with conversions reported in the CRM. See the IWFM case study.

What does it cost to start?

HubSpot support starts at £496 a month for 4 hours, and project work is £992 a day, plus VAT. See pricing.

Line up your CRM, conversations and AI.

Tell us what is slowing your organisation down. We will show you what HubSpot, WhatsApp and AI can do about it.

Email
hello@discoverdigital.com
Phone
+44 (0)118 974 4736
WhatsApp
+44 118 974 4736
Office
Reading, UK
Chat on WhatsApp

Book a call