You can direct Destiny Fundraising Manager to send an email on scheduled dates throughout a campaign. The system sends the email to contacts associated with the selected contact type (such as Parents).
Before scheduling an email, do the following:
Assign contact types to the contacts.
Create an email template for the email message.
Note: The email contains an Unsubscribe link that recipients can click to opt out of all future email messages from Destiny Fundraising Manager.
To set up an automated email message:
In the header, select Fundraisers > Campaigns. The Campaigns page appears.
In the row of the campaign you want to work with, select the gear icon > Promote/Email.
A pop-up appears. At Send a Mass E-Mail to Potential Donors When Your Campaign is Published, click Click Here to Manage.
Click the Scheduled Mass-Email sub-tab.
At Contact Group, use the drop-down to select the contact type who will receive this message.
Note: You can only select one Contact Group.
At Subject, type a subject for your email message.
At Email Templates, use the drop-down to select the email template created for this message.
The Message field displays the text from the selected email template, and a URL link to the campaign page. Edit the text as needed.
Use the Select Email Frequency drop-down to select one of the following:
Every 3 Calendar Days Until Campaign End Date
Weekly (Every 7 Calendar Days) Until Campaign End Date
Bi-Weekly (Every 14 Calendar Days) Until Campaign End Date
Monthly (Every 30 Calendar Days) Until Campaign End Date
Notes:
You can only select one of these pre-set options.
As a reminder, the campaign’s end date appears in the top-right of the pop-up.
The last field, Check this box if you do not want contacts who have made a donation to your campaign, to receive scheduled emails, is selected by default. Deselect the checkbox, if desired.
Do one of the following:
To test your settings, click Send Test Email (First in Sequence). A pop-up appears. Type up to five email addresses, separated by a comma, and then click Send Test Email. Verify the recipient(s) receive the email on the first date of the selected sequence.
To finish the process, click Schedule Mass Email. You return to the Campaigns page.
Notes:
You can select the gear icon > Promote/Email > Send a Mass-Email to Potential Donors When Your Campaign is Published > Click Here to Manage > Scheduled Mass-Email to view a pop-up with details about the scheduled email.
To cancel a scheduled email, click Cancel on the pop-up.
For additional help, contact support@livingtree.com.