Messages: Audience and Triggers – Raisely

Raisely messages can be sent to different groups of people when specific campaign actions occur.

When creating a message, you choose:

Audience: Who can receive the message.
Trigger: The action that causes the message to be sent.
Filters: Additional conditions that determine which people within the audience receive it.

Raisely Pro: Custom messages, audiences, filters and triggers require a Raisely Pro subscription. Campaigns also include default system messages for essential actions such as account confirmation and password resets.

Important for Peer-to-Peer campaigns: The default Account Confirmation message sends the email-verification link when Raisely requires a fundraiser to confirm their email. Keep this message active. You can customise its wording and branding, but it must retain a working verification link.

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Understand audiences, triggers and filters
Choose an audience
Instant triggers
Account Confirmation and P2P verification
Scheduled triggers
Manual messages
Examples

Understand audiences, triggers and filters

Every message has three main parts:

Audience: The general group eligible to receive the message, such as Fundraisers, Donors or Ticket Buyers.
Trigger: The event that starts the message, such as a donation being made or a fundraiser profile being created.
Filter: An optional condition that narrows the audience, such as a particular badge, profile type or form name.

After choosing an audience or trigger, save the message setup to load the filters and merge fields available for that combination.

Choose an audience

Audience	Who it includes	Common uses
Fundraisers	People who own an individual fundraiser profile in the campaign	Welcome messages, milestone messages and profile reminders
Team Leaders	People who own a team fundraiser profile	Team updates, donation notifications and member activity
Organisation Owners	People who own an organisation fundraiser profile	Organisation-level updates and participant activity
All Profile Owners	Anyone who owns an individual, team or organisation profile	Messages that apply across all profile types
Donors	People who have made a donation to the campaign or a profile	Thank-you messages, receipts and regular-giving updates
Ticket Buyers	People who have placed a ticket order	Order confirmations and attendee information
Everyone	People in the campaign's People database who meet the selected trigger	Account confirmation, password resets and general account messages
Audience Segment	People included in a saved segment in the People database	Targeted manual or scheduled communications
Custom Interaction	People who submit a lead form	Lead-form confirmations and follow-up messages

Instant triggers

An instant trigger sends a message shortly after the selected action occurs. The available triggers depend on the audience you choose.

Fundraisers

Trigger	When it runs
New fundraising profile	A new individual fundraiser profile is successfully created.
Update to a fundraising profile	The fundraiser updates profile details such as the name, image or description.
Facebook fundraiser created	A connected Facebook fundraiser is created during signup or from the dashboard.
Fundraising total changed	The profile crosses the configured amount, percentage, donor or donation threshold.
Activity total changed	The profile crosses the configured activity-unit or activity-percentage threshold.
Badge awarded	The selected badge is awarded to the profile.
Badge removed	The selected badge is removed from the profile.

For badge triggers, save the trigger first, then select the relevant badge using the message filters.

Team Leaders

Team Leaders can use the applicable fundraiser-profile triggers above, as well as:

Trigger	When it runs
A fundraiser joins the team	An individual fundraiser joins the team profile.
A fundraiser leaves the team	An individual fundraiser leaves the team profile.

Organisation Owners

Organisation Owners can use the applicable fundraiser-profile triggers above, as well as:

Trigger	When it runs
A fundraiser joins the organisation	An individual or team joins the organisation profile.
A fundraiser leaves the organisation	An individual or team leaves the organisation profile.

All Profile Owners

Trigger	When it runs
New donation	A donation is made to a profile owned by the recipient. A person who owns multiple profiles may receive separate messages for activity associated with each profile.

Donors

Trigger	When it runs
New donation	A one-time donation is completed.
New regular donation successfully set up	A regular-giving agreement is created, such as a UK Direct Debit that has not yet collected its first payment.
New regular donation created	A regular donation is created and its first payment is processed.
Regular donation subsequent payment	A subsequent payment for an existing regular donation is successfully processed.
Regular donation payment failed	A regular-donation payment fails, but Raisely will retry it.
Regular donation lapsed	Raisely can no longer successfully retry the regular donation.
Regular donation cancelled	The regular donation is cancelled.
Donation thanked by profile owner	A fundraiser thanks the donor through the donation stream.

Ticket Buyers

Trigger	When it runs
New order is placed	A ticket order is successfully completed.

Everyone

The Everyone audience only sends to people who interact with the campaign and meet the selected trigger. It does not send every message to every person in your organisation.

Trigger	When it runs
New account is created	A new person and user account are created through an interaction with the campaign.
Account needs confirmation	Raisely determines that the person must confirm their email or account before continuing.
Password reset request	The person requests a password reset from the campaign's signup or login page.

Custom Interaction

Select the relevant Form Name in the message filters. You can find the form name in the Lead Form block settings.

Trigger	When it runs
Interaction performed	The selected lead form is successfully submitted.

Account Confirmation and P2P verification

Raisely's mandatory spam protection includes email verification for eligible Peer-to-Peer fundraiser signups.

When verification is required:

The fundraiser completes the signup form.
Raisely places the account into a pending-verification state.
The Account needs confirmation trigger runs.
The active Account Confirmation message sends the verification link.
The fundraiser confirms their email before accessing their dashboard or making their profile publicly available.

Keep the Account Confirmation message active on Peer-to-Peer campaigns. You can customise its wording and branding, but it must contain a working verification link.

Not every fundraiser signup will send this message. Raisely only runs the trigger when account confirmation is required.

For recommended wording and the verification-link format, see Default Messages Explained.

Scheduled triggers

Scheduled triggers send a message before or after an event, or at a selected time.

Relative timing: For example, five minutes after a profile is created.
A specific time: For example, send at 12:00 pm to everyone who met the condition before that time.

A scheduled message is sent once to each person when they first meet the configured conditions.

Audience	Scheduled event	Example
Fundraisers	Profile made	Five minutes after the fundraiser profile is created
Donors	Donation made	One day after a donation is completed
Donors	Regular donation started	Five minutes after a regular donation is created
Ticket Buyers	Order made	One hour after a ticket order is completed
Everyone	Person added or updated	At 12:00 pm for people added or updated before that time
Audience Segment	Person added or updated	At a selected time for people who meet the segment conditions
Custom Interaction	Interaction performed	Five minutes after the selected lead form is submitted

Receipts: A scheduled donor message cannot include the automatically generated PDF donation receipt. Use the relevant instant receipt message when a PDF receipt is required.

The Person added condition runs when a new person record is created. Adding an existing person to a segment does not count as creating a new person.

Manual messages

Manual messages are sent when you choose, rather than in response to an automatic trigger.

You can:

Choose one of the audiences listed above.
Apply additional filters.
Send immediately or schedule the message for a specific date and time.

For highly targeted communications, create an audience segment in People and select that segment when preparing the message.

Examples

Example 1: Celebrate a fundraising milestone

Audience: Fundraisers
Trigger: Fundraising total changed
Condition: Profile total crosses a selected value
Use: Congratulate the fundraiser and suggest their next action

Example 2: Follow up after profile creation

Audience: Fundraisers
Scheduled event: Profile made
Timing: After the fundraiser profile is created
Use: Remind the fundraiser to personalise and share their page

Example 3: Send different messages for self-donations and public donations

Create two messages with different filter conditions:

One for the fundraiser's first self-donation.
One for the first donation received from someone else.

Test both paths to confirm that the filters identify the correct donation type.