Once you’ve enabled the email journey tool in GivePanel, you can send automated emails using triggers and conditions. Here’s a breakdown of what they are and how they differ.
(Please note: lead email journeys have different triggers.)
Understanding Triggers and Conditions
Triggers: Start an email based on timing or specific milestones, like registration dates or fundraising amounts.
Conditions: Act as filters, ensuring only a subsection of registrants that meet the triggers receive the email, based on factors like platform, matched status, or amount raised.
Available Triggers
Scheduled Triggers:
X days after registration
X days before campaign start date
X days after campaign start date
X days before campaign end date
X days after campaign end date
Amount Raised Trigger:
Send when Amount Raised is $X after a certain number of days since registration.
Available Conditions
Apply conditions to refine your audience, making sure emails reach only those who meet both the trigger and condition. Conditions available are:
Fundraising Platform: Filter by platform: Facebook, Instagram, JustGiving, iDonate, GoFundMe.
Fundraiser Matching: Matched / Not Matched
JustGiving Claim Status: Claimed / Not Claimed
Amount Raised:
Equal to $X
More than or equal to $X
Less than or equal to $X
Between $X and $X
How Triggers and Conditions Work Together
Combine triggers with conditions to tailor your emails. For example:
A time-based trigger can send a follow-up email after five days, but an amount-raised condition ensures only those who have raised at least $100 receive it.
Summary
Triggers define when the email is initiated, while conditions filter to refine the recipients.