You can create different email messages in OneAppeal Blackbaud Guided Fundraising to send to donors at different steps in a play sequence. For example, 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 insert variables in the emails to personalize the message for each donor. For example, you can include the name of the agent who tried to call them, as well as information from their constituent record, such as their preferred class year. This enables you to create a completely personalized one-to-one outreach experience for your prospects. 

Before adding email messages to a play sequence in your campaign, you need to create the email message(s) in the Emails section of OneAppealGuided Fundraising. To navigate, go to OneAppeal Guided Fundraising > Emails tab (on left). Email templates created in OneAppeal 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 OneAppeal Guided Fundraising > Emails tab > Email Message Builder.

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This is a basic example of how you can create a unique, personal experience for your donors. With OneAppealGuided Fundraising, you have full control to customize and personalize the experience for your entire constituency.

Personalize the Message Using Variables

Variables allow you to add personalization to your emails. Some basic variables you will use for most emails are Prospect Name and Agent name. Including the Agent's name in the email is a good way to create a one-to-one outreach experience.

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You'll be asked to enter some fallback text here. The fallback text is used when you have a blank data field within the database. For example, a field 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 record without data in that field.

Testing your Messages

To see what the message will look like from your prospect's point of view, 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 desired 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 Email Messages to a Specific Campaign

After you have built templates, you still need to add them to a play sequence in a specific campaign. To learn more about setting up a play sequence, see the iHelp section Plays in Blackbaud Guided Fundraising.