Want to send out emails to communicate with and/or encourage your peer-to-peer participants? Email Campaigns are what you’re looking for! There are no templates in this section, so you can create emails to contain specific content, narrow your audience, and more. And using the new AI-powered Fundraising Content Assistant, you generate email content in a flash!
Contents:
To watch an overview of the Email Campaigns area, check out this video and use the chapter markers in the video timeline to skip to Email Campaigns:
Getting Started
To customize a new email, navigate to the Email Campaigns area of your peer-to-peer form.
Then click Create a Campaign.
Choose if you’d like to send an email now, at a certain time, or based on a rule (this means a certain action taken by participants will trigger the email).
If you click Send an email right now, you won’t see any other options and can simply click Continue. If you click Send an email at a certain time, you’ll see an area to choose a date and time.
If you select Send an email based on a rule, you’ll be presented with a drop-down with the option to send an email when a certain goal percentage is reached or based upon participants’ last recorded log-in time.
If you choose to send one based on goal percentage, you’ll first need to choose if you’d like to send the email to individuals, teams, or classifications who meet a certain percent of their goal.
If you select Last Log In, an email will be sent whenever a participant hasn’t logged in for seven days.
Once you’ve set the type of email you’d like to send, click Continue.
Choose Recipients
You’ll now need to select to whom the email will be sent. For emails sent right now or scheduled for a certain time, you can send the email to donors, store supporters, and participants. To protect your donors’ privacy, BCC is the default mode for any emails sent from your organization to campaign supporters and from peer-to-peer participants to their email lists.
Click in the Select Some Options field to display and select recipient options. You can select multiple filters.
For donors, you can send the email based on the participant or entity to which their donation was credited, their payment type, or their donation amount.
For store supporters, you can send the email based on the participant or entity to which their purchase was credited, their payment type, or their purchase amount.
For participants, you can send the email based on registration role, classification, category, amount raised, pending registration, commitment status (if you've enabled Fundraising Commitments).
For sending rule-based emails, you can choose from the participant options listed above.
When you're finished selecting your recipients, click Continue.
Email Content
Now that you’ve taken care of who is getting the email, it’s time to write the content. You're required to provide a Reply To Email Address, Subject, and Email Content.
The toolbar in the Email Content section contains a number of features to help you customize your email; we've highlighted a few of the most popular tools below.
Source displays the email in HTML format and allows you to make changes.
Clicking the icon below gives you some options for inserting images
The Insert Media button gives you the option to upload images. You can access them from other areas where you see this button. It's like a little image library for your convenience.
Basic text editing tools allow you to change the font, style, size, color, and alignment of your text.
Insert Tags is a drop-down menu containing a complete list of %info% tags you can click to insert as needed.
To insert and/or remove a hyperlink click the icon shown below:
To insert a table click the icon shown below:
Fundraising Content Assistant
If you need help getting started with your email content, you can use the new AI-powered Fundraising Content Assistant!
Please note: The Fundraising Content Assistant is a great starting point and should get you about 75% of the way there, but you'll want to fine-tune the results to your campaign's needs before sending.
Clicking Get Started with Our Fundraising Content Assistant above the Email Content area will open the content assistant modal.
First, use the drop-down to select the topic of the email campaign. Your options are General event promotion, Encourage page customization, Social post suggestion, Email template for participants, Final push/event reminder, and Post-event update/thank you.
The Fundraising Content Assistant will customize the email's content based on the topic you choose, as well as some information about your organization and campaign.
You can further customize the email content by adding up to five keywords or phrases.
To add a new keyword, simply type it into the box and then click Create a new keyword.
To learn more about using keywords, check out this article.
Once you've added your keywords, click the Generate Content button.
After a few seconds, your email content will appear in the modal.
Read through the content, and if you like what you see, click the checkbox to acknowledge the disclaimer and then click Copy Content To Campaign.
If the email content isn't quite right, you can generate new content by clicking Regenerate Content. You can generate new content using the same keywords or change your keywords to tell the content assistant to go in a totally new direction.
Once you click the Copy Content button, your AI-generated content will be copied into the Email Content box so you can edit it before sending.
Please note: You should thoroughly read through the email content and edit as necessary before sending it out to your constituents.
Previewing and Sending Emails
Once you're happy with your content and whom it will be going to, you can Save and Preview your campaign, then send it, or you can click Save as a Draft to come back later. If you preview your email, you’ll see something like this:
You can Make Changes or go ahead and click Send Campaign.
If you save it as a draft, it will be listed in your main Email Campaigns table, where you can click edit to make any changes or send it when you’re ready.
In this table, you can quickly see your email's Name, Type, and Status, as well as how many times that particular email has been sent and when it was Last Sent.
Email status is indicated by the dot next to the Email Name. Disabled email campaigns have an orange dot, active campaigns have a green dot, and drafts have a gray dot.
Once you’ve sent an email, you can go to the main listing and click View Details to see an emails delivery stats.
On the stats screen, you'll find tons of helpful information, including:
When your email was sent:
A dashboard with more detailed delivery information:
Sent tells you how many people the email was sent to.
Delivered tells you how many people the email was successfully delivered to (but not necessarily opened by).
Clicks tells you the total number of clicks for the email campaign; one click per email address is counted.
Unsubscribed tells you how many people unsubscribed from the email campaign by clicking the unsubscribe link in the email.
Bounced tells you how many emails could not or would not be delivered by servers.
Dropped messages may be counted as such if they're sent to email addresses that were previously unsubscribed from your mailings.
A list of recipients with color-coded delivery information telling you if they received, unsubscribed from, bounced, or dropped the email:
A drop-down menu to select how many recipients to display:
The content of your email:
These detailed stats are a great way to analyze the reach of your email campaigns.
To disable an email campaign, select Disable from the Email Campaigns section of your campaign. Clicking Disable stops the email campaign from sending scheduled emails (including when a rule would trigger the email).
Once you click Disable, a pop up will appear on the screen asking you to confirm disabling the email campaign.