You can keep everyone motivated and informed by choosing from a variety of automatic system emails. Certain events or actions by participants/donors will trigger certain emails. Each email template contains default content to save valuable time. If you’d like to change a system email, you can edit the content of each email in order to match your personal voice and needs.
Contents:
To watch an overview of the System Emails area, check out this video.
Note: Qgiv by Bloomerang is now Bloomerang Fundraising! This video does not yet reflect the new branding and visual layout of the Bloomerang Fundraising platform. Updates are in progress, so check back soon!
Below are the categories of system emails available to you. You can expand or collapse each section individually using the small arrow next to each category, or choose to expand/collapse all sections using the indicated tool.
System Emails Sent to All Participants
Here, you’ll find emails that may be sent to all participants in your event. When a participant triggers an email by completing a certain action, the email associated with that action will automatically be sent. For example, when someone earns a badge, it triggers the automatic delivery of the Badge Earned email.
Note: If a participant makes an optional donation during registration, they will receive a single emailed receipt that includes both the registration and the donation. They will not receive separate receipts.
The toggle next to each email allows you to decide which emails you'd like enabled. Click the toggle to enable or disable a type of email.
Enabled:
Disabled:
Within the System Emails Sent to All Participants section, the emails are broken down into categories. The category names reflect the types of actions that trigger the emails in them. Each category and its emails can be seen below:
Note: The Store Purchase Notification email will only appear here if you've enabled crediting store purchases in your Event Settings. Otherwise, you will see a Thank You for Store Purchase email.
If you’ve enabled Fundraising Commitments for your event, you’ll see two additional emails in the Registration Notifications category: Commitment Balance Acknowledgment and Commitment Balance Payment Failure.
When enabled, the Commitment Balance Acknowledgment sends after a commitment balance has been successfully charged, and the Commitment Balance Payment Failure sends after a commitment charge has been attempted but failed due to a payment error.
You can see the default content of any email template by clicking Edit. Once the email is open, you may make changes to the template if you’d like to further personalize your email. For example, if you click Edit next to the Personal Goal Achieved email, this is what you’ll see:
Once in edit mode you can update the Email Name, Sender Name, Sender Email, and Subject, and you can Include Additional Recipients and manage the Email Content.
You may change the default text in the email however you’d like in the Email Content box.
Within the body you might notice %info% tags. These tags will auto-populate based on the unique information of the person receiving the email, their transaction, and/or your event details. For example, %RegistrantFirstName% will automatically update with the recipient's name.
If you’ve enabled Fundraising Commitments, you can include the %CommitmentInformation% tag to fill in the participant's commitment amount and deadline.
The toolbar in the Email Content section contains a number of features to help you customize your email. We've highlighted a few of the most popular tools below.
Source displays the email in HTML format and allows you to make changes.
Basic text editing tools allow you to change the font, style, size, color, and alignment of your text.
The Insert Tags drop-down menu contains a complete list of %info% tags you can click to insert as needed.
To insert and/or remove a hyperlink click the icon shown below:
To insert a table click the icon shown below:
Add Attachments is located below the Email Content box and allows you to attach files to your email.
If you make changes to a template, be sure to save your work! You can also send a test email to yourself to make sure everything looks just right. To do this, click Send a Test.
If you send a test email, you’ll be prompted to enter a recipient email address. Click Send Test and check your email to look at your work.
You may make changes in the templates as often as you’d like, just remember to save each time!
For all of the following sections, follow the same process outlined in System Emails Sent to All Participants to toggle certain emails on and off, make changes to the templates, and send test emails.
Conditional Content for Commitments
If you’ve enabled Fundraising Commitments, your Registration Confirmation emails can include a Conditional Content block for commitment information.
When added to an email, this block will only populate for registrants who agreed to a Fundraising Commitment during registration. This is great for sending additional information that only participants with commitments will need to know.
System Emails Sent to Team Leaders
When enabled, these are the types of emails that may be sent to Team Leaders when an action triggers delivery:
Note: The Store Purchase Notification email will only appear here if you've enabled crediting store purchases in your Event Settings.
System Emails Sent to Donors
Certain actions by donors will trigger the Thank You emails you’ve enabled in this section:
This section also includes the Abandoned Gift Reminder email, which can be enabled in your campaign's Donation Settings.
To read more about enabling and customizing the Abandoned Gift Reminder, check out this article.
System Emails Sent to Store Supporters
If you've enabled crediting store purchases in your Event Settings, when someone purchases an item from your peer-to-peer store, the Thank You emails you’ve enabled in this section will be triggered:
Note: This section will only appear here if you've enabled crediting store purchases. If not, you won't see these emails.
System Emails Sent to Recurring Donors
When a donor sets up a recurring donation or when certain actions take place, such as being billed or nearing completion, the emails you enable below are triggered.
Note: If you close a peer-to-peer event, you have the option to cancel recurring donations set up on that event's form and the donor will automatically receive the Event Closed email letting them know the payment is cancelled and that they won't be billed again. If you do NOT choose to end recurring donations, payments will continue to process and no email will be sent. If an event is set to Disabled, recurring donations will continue to process.
System Emails Sent to Non-Fundraising Primary Participants
When enabled, the email in this section is automatically sent to welcome a non-fundraising participant:
Other System Emails
If you've enabled the Dedication Notification option in your Event Settings, you'll see the system email shown below. You can edit the default content, if desired.
Fundraising Center Templates
Below the System Emails section, you’ll see a section called Fundraising Center Templates. In this section, you can choose to enable or disable Personal Emails Sent from the Fundraising Center. When enabled, participants can access these templates from their fundraising dashboards and use them as they are or as a starting point for creating their own emails.
PDF Receipts
For system emails that include any kind of transaction, you can include a locked PDF receipt for your donors’/participants' record-keeping purposes. Just below the Email Content area, you’ll see the Include PDF Receipt toggle.
You can toggle that option on for the following:
Registration Confirmation – Online Primary Registrant
Registration Confirmation – Online Additional Registrant
Thank You – From the Organization for an Event Donation
Thank You – From the Organization for a Personal Page donation
Thank You – From the Organization for a Team Donation
Recurring Donation Billed
Recurring Donation Completed
Welcome Email to Non-Fundraising Participant
When toggled on, an area will appear in which you can add content that will appear in the PDF receipt. You can include any messages or disclaimers you’d like to add for your donors, such as “Please keep for your records.”
When your donors receive their email receipt, the PDF will be sent as a downloadable, locked attachment. This means that the content cannot be altered by the recipient.
Quick Reference Guides
From Team Captain – Custom Thank You to Team Donors | If enabled, team leaders may access and send this email from their team fundraising page. The email instructs team leaders to enter their own personal message addressing their donors. A link to the event fundraising page is included. |