Messages: Audience and Triggers
Raisely Pro allows you to create custom messages for your different audience segments. In this guide, we'll walk through the difference types of audiences in Raisely and uncover the different message triggers available.
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Example 1: Fundraiser Total Changed
Audience and Instant Triggers
It is important to understand who the different audience segments target as that will affect the availability of filters, triggers and merge fields available. This section will cover the types of audience and instant triggers available in Raisely. We will discuss scheduled triggers in the next section.
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# Fundraisers
This sends the message to people who own an individual fundraiser profile in the campaign. The relevant triggers available are:
| Title | Description |
| New fundraising profile | Message is sent once a new fundraiser profile has been created successfully |
| Update to a fundraising profile | Message is sent if an update has been made to the fundraiser profile. This includes profile photo update, profile name update, profile description update etc. |
| Facebook fundraiser created | Message is sent if a Facebook fundraiser profile is created during signup or from the dashboard page |
| Fundraising total changed | Message is sent once if there's a change to the profile's fundraiser total AND meets the crossing condition. Options include Profile Total ($), Profile Total Percentage (%), Number of Donors or Number of Donations |
| Activity total changed | Message is sent once if there's a change to the profile's activity (i.e. exercise) total AND meets the crossing condition. Options include Profile Activity Total (Unit) or Profile Activity Total (% of goal) |
| Badge awarded | Message is sent if a badge is awarded to the profile. The badge name can be specified in Step 1 as a filter condition after saving the trigger option in Step 2 |
| Badge removed | Message is sent if a badge is removed to the profile. The badge name can be specified in Step 1 as a filter condition after saving the trigger option in Step 2 |
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# Team Leaders
This sends the message to people who own a team fundraiser profile in the campaign. The relevant triggers available are generally the same as Fundraisers but include the following:
| Title | Description |
| A fundraiser joins the team | Message is sent if someone (i.e. individual fundraiser) joins the team profile |
| A fundraiser leaves the team | Message is sent if someone (i.e. individual fundraiser) leaves the team profile |
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# Organisation Owners
This sends the message to people who own a organisation fundraiser profile in the campaign. The relevant triggers available are generally the same as Fundraisers but include the following:
| Title | Description |
| A fundraiser joins the organisation | Message is sent if an individual and/or team joins the organisation profile |
| A fundraiser leaves the organisation | Message is sent if an individual and/or team leaves the organisation profile |
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# All Profile Owners
This sends the message to anyone who owns a profile (i.e. Individual/Team/Organisation) in the campaign. While there are a number of triggers available, it is generally used to notify the owner of the profile when a donation has been made to their profile:
| Title | Description |
| New donation | Message is sent when a donation is made to the profile. It may be possible for multiple messages to be sent to the same person if they own multiple profiles. For example, if they receive a separate donation to both their individual and team profile, they will receive two separate messages |
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# Donors
This sends the message to someone who has made a donation to the campaign or to a specific profile in the campaign. The relevant triggers available are:
| Title | Description | ||||
| New Donation | Message is sent when a one-time donation is made | ||||
| New regular donation successfully setup | Message is sent when a direct debit arrangement is created. This can be used when someone sets up regular giving via Direct Debit in the UK as there is a delay from when the direct debit is set up and when they are first debited | ||||
| New regular donation created | Message is sent when a new regular donation is set up and processed for the first time | ||||
| Regular donation subsequent payment | Message is sent when an existing regular donation is re-billed and payment is successful processed on the payment gateway | ||||
| Regular donation lapsed | Message is sent when the regular donation has failed and we are unable to recharge the payment method on file | ||||
| Regular donation payment failed | Message is sent when there was an error while trying to process the regular donation but the regular donation will be retried | ||||
| Regular donation cancelled | Message is sent when the regular donation is cancelled | ||||
| Donation thanked by profile owner | Message is sent when a fundraiser thanks a donor via the donation stream block |
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# Ticket Buyers
This sends the message to someone who purchases a ticket in the campaign. The relevant triggers available are:
| Title | Description |
| New order is placed | Message is sent when a ticket is successfully purchased |
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# Everyone
This sends the message to someone in your People database when the trigger conditions are met. When this message is set up in your campaign, it will only send to people who interact with the campaign and fulfil the trigger condition. The relevant triggers available are:
| Title | Description |
| New account is created | Message is sent when a new person record is created in your Raisely database. This can happen if someone creates a fundraiser profile in the campaign and a new person record is added to your People database |
| Account needs confirmation | Message is sent if account confirmation is required. This is triggered if the person has created a fundraiser previously in one of your campaigns |
| Password reset request | Message is sent if a password reset is requested. This is triggered on the signup/login page on the campaign site |
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# Custom Interaction
This sends the message to someone who makes a submission on your Lead Form. The Form Name should be specified in the filter conditions and can be grabbed from your Lead Form block settings. The relevant triggers available are:
| Title | Description |
| Interaction performed | Message is sent once the lead form is submitted successfully |
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Scheduled Triggers
When setting up an automated message, you'll notice that there are two types of triggers: Instant or On a schedule. This section will further explain the use of the scheduled triggers, which is set up by selecting "On a Schedule" in Step 2. The messages will continue to be sent according to this schedule and is triggered when the event occurs for the first time (e.g. profile created, donation made etc,). So the message won't be sent to the same person twice, but will continue to be sent to others who fulfil the condition.
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# Fundraisers
This sends the message to people who own an individual fundraiser profile in the campaign. The scheduled triggers available are:
| Schedule Type | Title | Description |
| Any Time | profile made | Message is sent X amount of time after the profile is successfully created. For example, you can set up the message to be sent 5 minutes after the profile is created |
| A Specific Time | profile made | Message is sent at a specific time. For example, you may set up the message to be sent out at 12 noon. For profiles that fulfil the condition "5 minutes after profile made" before 12 noon, they'll be sent the message |
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# Donors
This sends the message to someone who has made a donation to the campaign or to a specific profile in the campaign. The relevant scheduled triggers available are:
| Schedule Type | Title | Description | ||||
| Any Time | donation made | Message is sent X amount of time after the donation is made. For example, you can set up the message to be sent 5 minutes after the donation is made | ||||
| Any Time | regular donation started | Message is sent X amount of time after a new regular donation is created. For example, you can set up the message to be sent 5 minutes after the new regular donation is created | ||||
| A Specific Time | donation made | Message is sent at a specific time. For example, you may set up the message to be sent at 12 noon. For donors who fulfil the condition "5 minutes after donation made" before 12 noon, they'll be sent the message | ||||
| A Specific Time | regular donation started | Message is sent at a specific time. For example, you may set up the message to be sent at 12 noon. For regular donors who fulfil the condition "5 minutes after donation made" before 12 noon, they'll be sent the message. |
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# Ticket Buyers
This sends the message to someone who purchases a ticket in the campaign. The relevant scheduled triggers available are:
| Schedule Type | Title | Description |
| Any Time | order made | Message is sent X amount of time after the ticket is successfully purchased. For example, you can set up the message to be sent 5 minutes after the order is made |
| A Specific Time | order made | Message is sent at a specific time. For example, you may set up the message to be sent at 12 noon. For ticket purchasers who fulfil the condition "5 minutes after order made" before 12 noon, they'll be sent the message |
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# Everyone
This sends the message to someone in your People database when the trigger conditions are met. When this message is set up in your campaign, it will only send to people who interact with the campaign and fulfil the trigger condition. The relevant scheduled triggers available are:
| Schedule Type | Title | Description |
| Any Time | person added/updated | Message is sent X amount of time after the person is added/updated. For example, you can set up the message to be sent 5 minutes after the person record is created or updated, due to an action in the campaign e.g. Made a donation that resulted in their person record being created |
| A Specific Time | person added/updated | Message is sent at a specific time. For example, you may set up the message to be sent at 12 noon. For people who fulfil the condition "5 minutes after person added/updated" before 12 noon, they'll be sent the message |
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# Audience Segment
This sends the message to a custom audience segment, which is first set up in your People page. This audience type is typically used in a manual message. The relevant scheduled triggers available are:
| Schedule Type | Title | Description |
| Any Time | person added/updated | Message is sent X amount of time before/after the trigger condition i.e. person added or updated |
| A Specific Time | person added/updated | Message is sent at a specific time. All people who meet the time condition before the set time will be sent the message |
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# Custom Interaction
This sends the message to someone who makes a submission on your Lead Form. The Form Name should be specified in the filter conditions and can be grabbed from your Lead Form block settings. The relevant scheduled triggers available are:
| Schedule Type | Title | Description |
| Any Time | interaction performed | Message is sent X amount of time after the lead form is submitted. For example, you can set up the message to be sent "5 minutes after interaction performed" |
| A Specific Time | interaction performed | Message is sent at a specific time. For example, you may set up the message to be sent at 12 noon. For people who fulfil the condition "5 minutes after interaction performed" before 12 noon, they'll be sent the message |
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Manual Messages
When setting up a manual message the definitions of the different audience types are as stated above. This allows you to send a message to everyone in that particular audience at a specific date and time. You can also include additional filter conditions to be sure you're sending the message to the people who fulfil your conditions.
Example 1: Fundraiser Total Changed
In this example, we cover how to set up a message that is triggered when a Fundraiser's total amount raised crosses a certain value
Example 2: Scheduled Triggers
In this example, we cover how to set up a message with a scheduled trigger.