Customizing Emails

Fundraise Up helps you set account defaults for the Email Templates that send your transactional emails, but still lets you customize key templates for Campaigns 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 for all email templates can be set. Additionally, each Campaign has an Emails tab where you can further customize key 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 Emails in the left-hand menu of settings.

Customization

Clicking into the settings link for Emails will take you first to a page where 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 editing

In the left hand menu inside email settings, you'll see a list of links 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 link in the left hand menu will take you to that template's page, showing 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.

Please be advised that copy-pasting text into the content body fields for emails directly from other editors can carry in unintentional or hidden styling.

When you go to paste in content, there is often an option to "paste and match formatting" or "paste as plain text" - these tend to work better!

Once you're ready to confirm any updates you've made to an email template, scroll to the bottom of its page 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.

Customization

When you click the Emails tab when editing a campaign, 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. 

Template editing

Most first-touch and high-priority email templates can also be customized on a per-Campaign basis. This allows the most important emails to be optimized for each Campaign, while keeping the messaging of most subsequent, transactional emails consistent to your Account defaults.

Clicking on any template's link in the left-hand menu 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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Please be advised that copy-pasting text into the content body fields for emails directly from other editors can carry in unintentional or hidden styling.

When you go to paste in content, there is often an option to "paste and match formatting" or "paste as plain text" - these tend to work better!

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.

 


Understanding email sequences

Some emails are sent multiply over a series of days, and are reminders to take some action, rather than each email being a response to action being taken. For now, the only emails like this are "Verification", "Verification instructions", and "Verification reminder", which go out in a cadence to any donor who has yet to complete microdeposit verification for their pending ACH or PAD donation.

In this case, each email in the sequence of emails a person might receive has a special link towards the bottom labeled "Stop reminders", to allow them to let you know that they don't need to receive any more emails in this sequence.

In cases like these, any supporter which is going to receive such reminders or has ever received such reminders will have a special section on their supporter record called "Email sequences."

This section will list every sequence they've ever been set to receive to and whether the sequence has run successfully, will run in the future, or has been stopped by either them or one of your admins.

 


Frequently asked questions

Can I use different social media buttons?

Entering your social media URLs in the "Defaults" section (either Account or Campaign) will add a vertical list of stock social media buttons to the footer of your emails, optimized for phone viewers and driving high traffic to your social media channels.

To use different social media buttons in your emails, you can:

  • ensure that the social media fields in the "Defaults" section are blank,
  • scroll down to the Footer Content editor,
  • click the picture icon to upload your desired social media button images and embed it in the Footer Content,
  • click on the picture you just added to Footer Content, and in the little tooltip that comes up with editing options, click the link icon,
  • lastly, paste your social media URL for that channel (ex: https://twitter.com/yourorgshandle) in as the link for that image, and save your changes.

We recommend, if you're using a replacement social media icon set, to ensure that you have licenses for those icons' use, that you ensure that they do not have to be resized in the editor (as resizing icon images can introduce fuzzy borders), and that they are the same size and style. 

Can I send emails from a domain I own?

Authorizing your Fundraise Up account to send emails from your domain, also called white labeling, is available upon request and review.

To get started with that process, please contact our Support team at support@fundraiseup.com with the preferred "from" email address. This "from" email address, and the domain as a whole, must be valid and in use by your organization.