How to Set Up Amount Raised Milestone Emails

Last Updated: Oct 04, 2018 05:05PM PDT

Amount Raised Milestone Emails are automatically sent to a fundraiser as soon as they have raised a specific dollar amount through their fundraising page. This article will describe how you can work smarter and not harder by using these triggered emails to more efficiently manage your Peer-to-Peer and Registration with Fundraising campaigns.

 

1. Open Your Campaign

Navigate to your account's Campaigns tab and click on the campaign you want to open. This will bring you to the Overview tab for that particular campaign.

2. Select the Email Tab and Click on Amount Raised Milestones

Once inside the Campaign Manager, click on the Email TabThen click on Amount Raised Milestones in the left-hand menu.

3. Select the Create New Button

Select Create New, and enter in the dollar amount that you want to trigger the email. Your fundraisers will receive this email once their fundraising progress bar passes this amount. In this example, the email will be sent to everyone who has raised $100.

4. Design your Email

After entering in a dollar amount, you will go through the three-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. Customizing your emails with images and encouraging words is a great way to motivate your supporters.

A. Background: Choose a background color for the body of the email. Our builder gives you the ability to choose from an array of colors or you can enter a specific hex (color) code if you want to use a custom color.

B. Preheader Add text to the very top of the email. Note that this often appears as an extension to the subject line. You can also edit the color of this text.

C. Campaign Logo and Background: Add your organization's logo or your specific campaign’s logo. You can also edit the header's background color.

D. Image Block: The image block allows you to add an image to engage and encourage supporters.

E. Heading: The Heading content block is where you are able to add a headline in bold underneath the header box and compose a short supporting message below it. This text can be centered, aligned left, or aligned right.

F. Body: This is where you can add a short message to encourage your supporter and thank them for their support.

G. Button Group: The Button Group content block allows you to change the text and color of the button as well as the destination it links to.

H. Footer Background and Color: Change the background and text color of your email footer with this content block.


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!



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