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 the amount raised is $X after a certain number of days since registration. If you select the trigger 'amount raised is $X after 0 days,' this means the email will be sent as soon as the fundraising target is met. Essentially, the email will trigger whenever they hit the target, starting immediately after registration or on any subsequent day.
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.