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How Do I Set Up Email Journey's In GivePanel?
How Do I Set Up Email Journey's In GivePanel?
Harry Gardner avatar
Written by Harry Gardner
Updated over a month ago

About Email Journeys.

This feature allows you to schedule emails to event participants (registrants) based on triggers such as "registration", "event start date", "fundraiser match found", ''amount raised'' and time.
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So for example, you could set up an email to be sent "10 days after event start date to registrations if fundraiser match NOT found", "1 day after registration to all registrations" or ''$100 raised so far''.

What is the Setup Process?

  1. Complete the short "Email domain setup" form. This should be completed by the person/team who looks after your IT.

  2. Once we receive the completed form and everything looks okay we will authenticate you with our email provider SendGrid to make sure the delivery rates are really good. You do not need to set up a SendGrid account.

  3. We set up something called domain authentication using the domain name server and domain you send from. When we add this information into SendGrid it will create something called DNS records that your organization will need to process by submitting these to your DNS/Hosting provider. Once done we can then verify this for you and let you know when it is complete.

  4. We will then turn on the Email Journeys feature in your account and let you know that it is working as expected.

Other Things To Note

  • We use SendGrid behind the scenes to send our emails. As per our terms with you please see the sub-processor notice here.

  • At the moment you do NOT need a SendGrid account. It is GivePanel that will have a SendGrid account but this might change in the future.

  • Other than authenticating your email with SendGrid one time on setup, SendGrid will be invisible to you. This may change in the future and we may ask you to sign up for your own SendGrid account.

  • If you have a supporter who unsubscribes from an email journey and then wants to re-subscribe, this can be actioned by emailing [email protected] with the email address and name of the event.

  • What is domain authentication? SendGrid's explanation: ''Email service providers distrust messages that don't have domain authentication set up because they can not be sure that the message comes from you. Explicitly stating that it comes from you increases your reputation with email service providers which makes it much less likely that they will filter your mail and not allow it get to your recipient's inbox, which increases your deliverability.''

How Does It Work?

Please find more information on how the Email Journeys tool works here.

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