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Set up a series of automated email messages
Set up a series of automated email messages
Follett Software avatar
Written by Follett Software
Updated over a week ago

You can direct Destiny Fundraising Manager to send a series of email messages, on specific dates, throughout a campaign. Schedule up to eight emails in the series.

Example: You create a campaign to raise funds to buy iPads for your school’s K-3 classrooms. You want to send parents three messages – one every two weeks over the six-week campaign. To do this, you create three email templates: the first introduces the campaign, the second addresses the importance of technology skills in elementary school, and the third acts as a last-chance reminder to donate.

Before scheduling a series of email messages, do the following:

Note: Each email contains an Unsubscribe link that recipients can click to opt out of all future email messages from Destiny Fundraising Manager.

To set up a series of automated email messages: 

  1. In the header, select Fundraisers > Campaigns. The Campaigns page appears. 

  2. In the row of the campaign you want to work with, select the gear icon > Promote/Email. 

  3. A pop-up appears. At Send a Mass E-Mail to Potential Donors When Your Campaign is Published, click Click Here to Manage.

  4. A pop-up appears. Click the Sequenced Mass-Email sub-tab.

    On the pop-up, note that the campaign's end date appears top-right:

  5. At Contact Group, click the drop-down and select the contact type who will receive this message.

    Note: You can only select one Contact Group.

    Below Add Email Template, three fields for Email 1 appear:

  6. Click the Select Email Template drop-down, and select the email template that corresponds to this email in the series.

  7. Today’s date appears in the second field. To select a different date, click the date to see a calendar and make your selection. You can also adjust the time the email will be sent.

  8. Your time zone appears in the field at right. Click the drop-down, and select a different time zone (if needed).

  9. Click Add Email Template. Three fields for the next email appear.

  10. Repeat steps 6 through 9 for each email in the series.

  11. 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.

  12. Do one of the following:

  • To test your settings, click Send Test Email (First in Sequence). In the pop-up, type up to five email addresses, separated by a comma, and then click Send Test Email. Verify the recipient(s) receive Email 1 on the specified date.

  • To complete 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 > Sequenced Mass-Email to view a pop-up with details about the scheduled emails.

  • To cancel the email series, click Cancel on the pop-up.

For additional help, contact support@livingtree.com.

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