Message-ID: <1824937065.595.1711706858846.JavaMail.confluence1@s10afpm01ihp01> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_594_1681983156.1711706858836" ------=_Part_594_1681983156.1711706858836 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html Email Templates

Email Templates

You can create different email messages in Blackbaud Guided Fund= raising to send to donors at different steps in a play sequence. For exampl= e, you can create a follow-up email that automatically sends out 10 minutes= after an agent tries to call a donor for the first time. You can also inse= rt variables in the emails to personalize the message for each donor. For e= xample, you can include the name of the agent who tried to call them, as we= ll as information from their constituent record, such as their preferred cl= ass year. This enables you to create a completely personalized one-to-one o= utreach experience for your prospects. 

Before adding email messages to a play sequence in your campaign, you ne= ed to create the email message(s) in the Emails section of Blackbaud Guided= Fundraising. To navigate, go to Guided Fundraising > Emails tab (on lef= t). Email templates created in Guided Fundraising are available for use in = any campaign you eventually create. 

 

Create Unique Messages for Different Steps in the Play Sequence

You can build, edit, and delete email message templates in Guided Fundra= ising > Emails tab > Email Message Builder.

To add a new message template, click the "Add Message" button. It will a= sk you to add:

Once you have filled out each section, click the "Save" button. In this = section you can also send a test email by clicking the "Send Test Email" bu= tton. It will prompt you for an email address to which you would like to se= nd the test email.

Now think about how you want each message in your play to build on the l= ast message to create a unique experience for your donors. Let's suppose we= have the following example Play sequence:

  1. Phone
  2. Email
  3. Phone
  4. Phone
  5. Mailing List
  6. Phone
  7. Email
  8. Phone

For the first email message in our example Play, we'll use an introducto= ry message. This is an opportunity for the agent to introduce themselves an= d provide a reason for the call. In this example, let's explain that the ag= ent will try to contact the prospect again in the next couple of weeks and = include a link to the giving page in the email, so that the prospect can gi= ve online if they prefer. 

The second email, step 7 in our example Play, will be a closing message.= It can explain the agent is sorry to have missed the prospect and note the= agent will try one more time. It thanks them for their previous support an= d provides them a link so that they can make their gift online if they pref= er.

This is a basic example of how you can create a unique, personal experie= nce for your donors. With Blackbaud Guided Fundraising, you have full contr= ol to customize and personalize the experience for your entire constituency= .

Personalize t= he Message Using Variables

Variables allow you to add personalization to your emails. Some basic va= riables you will use for most emails are Prospect Name and Agent name. Incl= uding the Agent's name in the email is a good way to create a one-to-one ou= treach experience.

To add a variable, click the 3-dot icon at the upper-right of the email = body area. From the drop down, select a variable to add. The variable optio= ns include:

You'll be asked to enter some fallback text here. The fallback text is u= sed when you have a blank data field within the database. For example, a fi= eld like "Annual Fund Ask Amount" may be populated for most of your alumni,= but not all. For the alumni that you do not have an ask amount populated, = you can set the fallback text to $50 or $100 and it will populate for any r= ecord without data in that field.

Testing your Messages

To see what the message will look like from your prospect's point of vie= w, you can send a test email to yourself or to a colleague. Click the "Send= Test Email" button at the bottom of the email editing page and enter the d= esired test recipient email address. Since the test email isn't being sent = to a particular prospect, you'll see the fallback text used for each of the= variables in your email.

 

Adding Ema= il Messages to a Specific Campaign

After you have built templates, you still need to add them to a play seq= uence in a specific campaign. To learn more about setting up a play sequenc= e, see the iHelp section Play.

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