How to send an email (instructions for fundraisers)

Fundraisers can send emails to their family and friends from the fundraiser dashboard to solicit donations or encourage them to register for their own fundraising page. To send emails from the fundraiser dashboard, follow these steps:

1. Log in to your campaign site. You will be redirected to the Fundraiser Dashboard.

2. Navigate to the "Email" tab
3. Click "Compose"
4. Select your email audience (recipients):
   1. To send an email to a prefabricated group of recipients, click "Select Audience" (or leave it selected), and choose from the "Select" dropdown. Prefab groups include:
      • Team members
      • Team members who haven't raised any funds
      • All donors
      • Past donors who haven't donated to this fundraising page
        • If this option is selected, the user then chooses which other campaigns to pull donors from
      • Members of a past team who haven't registered for this campaign
   2. To select recipients to email, click "Custom Audience", then click "Add recipient", and either select from your contact book or add new contacts to the contact book and select them.
5. Next, select a template if you’d like to send a preset email, or skip this to type your own
   1. Note: templates can be created in this flow in step 7, or in a separate flow described here.

6. Type and edit the subject line and email content

7. (To create a new template from the email you created (to be reused at a later time), click “Save Template”, enter Template name, and click “Save”)

8. To send the email, click “Next”

9. Review your email (if you need to continue editing, select “Back”)

10. Click “Send”

Emails can also be sent directly from the contact book by selecting the desired contacts, clicking "Actions", then "Send", which will direct the fundraiser to the email tab to continue their email.