How To Set Up Percentage of Goal Milestone Emails

Last Updated: Feb 06, 2017 11:20AM PST

Let's face it - fundraising can be difficult. Starting as fundraisers ourselves, we know how helpful it is to have constant reminders of what it is we are working for as we fundraise. That is why we have built our new Percentage of Goal Reached Milestone Emails into our new Peer-to-Peer campaigns. These emails are automatically sent to a fundraiser as soon as they reach a specific percentage of their fundraising goal. This article will describe how you can work smarter and not harder by using these triggered emails to more efficiently manage your fundraisers.

1. Navigate to your Campaign Manager
2. Click the Email tab
3. Select Percentage Of Goal Reached
4. Select an Email to edit
- or -
5. Create Your Own Milestone

 

1. Navigate to your Campaign Manager

Navigate to your account's Fundraising tab and click the relevant campaign's Manage button. This will bring you to the Campaign Manager for that particular campaign.

2. Click the Email Tab

Once inside your Campaign Manager, click on the Email tab.

3. Select Percentage of Goal Reached

On the Email tab, select Percentage of Goal Reached to see your available Milestone Emails.

4. Select an Email to Edit

Classy provides three different percentage of goal milestone emails for you to start with: 25%, 50% and 75%. Using these emails is completely optional. If you wish to use any of them, simply toggle them on. Once you have toggled on an email you wish to use, click the title of the email to begin editing it.

After selecting an email, you will go through the 3-Step process of designing your email.

Setup

The Setup section allows you to customize how the email will appear in your fundraiser's inbox, and also provide them with an email to which they can respond with any questions.

Content

The Content section is where you can design all the different aspects of your email. This is your chance to rally your fundraisers to go the extra mile to reach their fundraising goal, so be sure to use some inspiring images and words to give them the motivation they need!

Confirm

Once you have created the email you want your fundraisers to receive, you can take it for a test run. Add an email to the Send Test Email to have a test copy of the complete email sent to you for review. If everything looks good, click Save!

5. Create Your Own Milestone

We understand that every campaign is different, and that our standard milestone percentages may not always fit your campaign. If you find yourself in this situation, click the Create New button to get started on creating your own custom Milestone Email.

First, type in the percentage of goal reached at which you would like this milestone email to be sent to your fundraisers.

Then, go through the same flow of creating your email described above.

If you have any question about your Milestone Emails, please contact Classy Support for assistance.