Marketing & Communication: The Basics
Bringing value through great communication is always a significant element to any successful fundraising campaign. In this guide we’ll explore how Raisely can help you get setup, making sure you’re capturing and connecting with your audience.
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Audience: Donors & Fundraisers
As you develop new campaigns, you will interact with two groups of people:
Donors (every campaign), &
Fundraisers (Peer-to-Peer or Community Hubs). It’s important to view these as separate audiences, as you will likely communicate differently with each.
Donors
Donors are anyone who has donated to your campaign either directly through an Appeal or indirectly through your Fundraisers. By default, your donors information include: first & last name , and email address. Custom fields can be added with your Donation Form settings.
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- To access donor records in your Raisely CRM, simply select People from the side bar.
Fundraisers
Fundraisers are those who represent your charity by signing up to a Peer to Peer or Community Hub campaign. Upon signup, they not only are added to your Raisely CRM, but are created their own unique Profile page, giving them an online landing page to reach their network of donors and fundraise.
💡 A Raisely account is automatically generated upon signup/donation, with email being the unique identifier. If a donation or profile is added manually with a campaign, the individual must be linked to an existing account otherwise they will not appear in the CRM.
Data: Form fields
Collecting and managing the right data is a crucial step for healthy campaigns. It allows you to personalise your communication, send timely messages, and give you further insights so you can grow.
Form fields are the basis of data collection, found within your
Donation Form Settings and
SignUp Form Settings. Default fields include first & last name, and email, and we include a number of common fields you can also add. Custom fields are an advanced option, enabling you full control over new fields you’d like to create. These can be really useful when utilising personalisation or capturing website data, as you can determine the
Field ID.
All form fields can be brought into your messages or site pages via {{merge tags}}, making personalised communication simple.
Communication
Sending timely and personalised messages to your audience is simple with Raisely.
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- Within your campaign, simply select Messages from the sidebar.
All free Raisely accounts come with default automatic messages, providing you all the basic communication needs required for successful campaigns. Refer to the Cheat Sheet: Default Messages for a helpful guide in setting up your messages.
All default messages are pre-populated with standard messaging, which can be edited using the simple email builder, found in
Step 4: Add your content.
Using Merge Tags is a simple way to personalize your content, as it pulls information from your site and CRM. Merge tags are either USER, CAMPAIGN, DONATION, SUBSCRIPTION, or TEAM related.
- Simply enter # followed by the first few letters of field you are after to see the list of available tags.
You can also enter merge fields, including conditions, to take your messages to the next level. Find more information here:
Advanced Merge Fields
Integrations
Many charities will have a collection of solutions to support their marketing, from CRM’s, to social media managers, to data analytic tools. Raisely is built with flexibility in mind, allowing you to connect multiple integrations that together support your needs. Explore Integrations by:
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- Within your campaign, select Settings > Apps & Integrations
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- Toggle your integrations needed ON and select to view the settings for each
Custom integrations are also supported with Zapier.
Where to Next
Raisely is designed to give you the flexibility to support your marketing & communication. There is much to explore in this area, but our next step is to focus on setting up your payments.
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