Customizing Emails

Fundraise Up helps you format your Emails across your account, but still lets you customize each one for each Campaign as needed.

We know that your marketing efforts are complex, and we like to leave the pre-donation outreach to your team members and toolkits best suited to it. What we know Fundraise Up can handle best are post-donation emails, because we're uniquely positioned to deliver them immediately and accurately based on the information provided.

Each Fundraise Up account has a central setting for Emails where your defaults can be set. Additionally, each Campaign has an Emails tab where you can further customize any emails sent due to interaction with that Campaign. 



Formatting your Emails for your account

Your account's settings for Emails are available by:

  • clicking your account name in the top right of the dashboard,
  • clicking Settings from the dropdown menu,
  • clicking Email Templates in the left-hand menu of settings.

Account Defaults

In the Account Defaults section, you can edit your default settings for every email, such as the From Name, Reply To email address, header/footer content, and color options.

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Once you've made any changes, you can preview them by clicking the Show Preview button at the bottom of this section, and then confirm them when ready by clicking the Save Changes button. 

Template Defaults

Further down the page, you'll see a section with controls for every email template the system can send to people outside your organization, such as receipts and transaction alerts, bank verification instructions, tribute e-cards, and fundraiser notifications. 

Clicking on any template's row will show you all editable options for that template, and will provide you a Preview button on the right-hand side to see how your changes would affect that template.

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The first available dropdown for every email template is Send Email, and the options are "Send" or "Do not send"; you can use that dropdown to control if that email template defaults to being sent at all, and override it on a Campaign-by-Campaign basis if needed.

Once you're ready to confirm any updates you've made to your email templates, scroll to the bottom of this section and hit the Save Changes button.

 


Customizing your Emails per-Campaign

In the Campaigns page of the dashboard, you can click into each Campaign to access its Checkout, Emails, P2P, and Settings tabs. 

Once on a Campaign's Emails tab, you'll see two sections: Email Preferences and Template Preferences.

Campaign Email Preferences

In this section, you'll see controls for all fields that apply to every email the system sends, such as the From Name, Reply To email address, header/footer content, and color options.

For each field, you can either click Change to set it to something custom for that Campaign only, or click Restore Default to go back to using the account-wide default for that field.

Preview any changes you made using the Show Preview button at the bottom of this section, and confirm your changes by clicking the Save Changes button when ready. 

Campaign Template Preferences

Each email template can also be customized on a per-Campaign basis.

Clicking on any template's row will show you:

  • all editable options for that template,
  • controls to Change each field to something other than your default, or Restore Default to go back to what was chosen on an account level, 
  • and a Preview button on the right-hand side to see how your changes would affect the emails that template sends.

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Once you're ready to confirm any updates you've made to your Campaign's email templates, scroll to the bottom of this section and hit the Save Changes button.