Understand Your Standard Email Templates

These are the standard email templates that come with every campaign, including their recommended audiences and triggers.

User Confirmation

This email is sent when a user signs up with your campaign using an email address that is already known to your organisation. Sensitive information is connected to each user's email address, so we send this email as a security measure to verify users' identities. If the user does not click the verification link in the email, they will not be able to participate in your campaign(s).

We do not recommend turning this email off.

Recommended Audience

  • Everyone

Recommended Trigger

  • Instantly, when an account needs confirmation

  

Fundraiser Welcome

This email is where you introduce yourself to your supporters and welcome them to your campaign! 

Recommended Audience

  • Fundraisers

Recommended Trigger

  • Instantly, on a new fundraising profile

  

Password Reset

This email is sent when a user clicks the Forgot your password? link within your campaign. We do not recommend turning this email off.

Recommended Audience

  • Everyone

Recommended Trigger

  • Instantly, when a password reset request is made

  

Regular Donation Failing

This email is sent to a regular donor when their payment has failed for any reason. If this happens, we will try to process the donor's card every day for 14 days before marking the donation as permanently 'FAILED'. We do not recommend turning this email off.

Recommended Audience

  • Donors

Recommended Trigger

  • Instantly, when a regular donation payment failed

  

Regular Donation Failed

This email is sent to a regular donor when we have unsuccessfully tried to process their payment for 14 days. We do not recommend turning this email off.

Recommended Audience

  • Donors

Recommended Trigger

  • Instantly, when a regular donation lapsed

  

Regular Donation Receipt

This email sends a tax receipt and thank you message to a donor each time their regular donation is processed. We do not recommend turning this email off.

Recommended Audience

  • Donors

Recommended Trigger

  • Instantly, when a regular donation payment is received

  

Regular Donation Welcome

This email welcomes regular donors to your campaign and includes a private link they can use to log into your campaign and manage their donation (update credit card information, change donation amount or frequency, etc.). We do not recommend turning this email off.
 
Note: if the donor deletes this email, or if the message is never sent, they can still log into your campaign to manage their information by clicking the Forgot your password? link from your campaign's login page.

Recommended Audience

  • Donors

Recommended Trigger

  • Instantly, when a new regular donation is received

  

Donation Receipt

This email sends a tax receipt and thank you message to a donor. We do not recommend turning this email off.

Recommended Audience

  • Donors

Recommended Trigger

  • Instantly, when a new donation is received

  

Donation Notification

This email sends an alert to the assigned audience telling them they have received a new donation to their profile.

Recommended Audience

  • Fundraisers & Teams. Setting the audience type to Fundraisers & Team Leaders means this message will send to all Individual Profiles and all Team Profiles. Team Leaders have Individual and Team Profiles, so they will receive multiple messages.

Recommended Trigger

  • Instantly, when a new donation is received

As always, feel free to contact us if you have any questions 😊

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