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Exporting P2P Fundraisers for Email Marketing

The Exports tab can help you run scheduled or ad-hoc exports of your full list of P2P Fundraisers. Use those with your email marketing tools like Mailchimp to make drip campaigns and keep them engaged!

This article will assist in specifically making and using an export template to get up-to-date information about your ongoing P2P Fundraisers into any other platforms you use. Please also feel free to reference our full article on using the Exports tab if you have any related questions, or to contact your Success Engineer if needed!

Make a P2P Fundraiser Export Template

To start, navigate to the Exports tab, and then click Templates.

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Once on the Templates page, you'll see all your existing Templates, so you can check if any of your existing ones have the type of New P2P Fundraisers. If not, go ahead and click New Template to start making one!

Under General Settings, you can say what your new Template is called, what type of files it gives you, and what those files are called when downloaded:

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Next, click into File Columns, where you can determine what your export file contains. I recommend exporting all available columns, so that you can figure out later what fields you want to use in mailings and which ones you don't care about having externally.

At the very least though, make sure to include the following for use in your eventual emails:

  • the Fundraiser ID
  • the Fundraiser Email, 
  • and the Fundraiser Share Link

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Last but not least, click into Export Schedule, where you can determine if you want this Template to save files for you on a schedule, and if so, if you want those files delivered to one or multiple Destinations (email addresses, file servers).

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Once you hit Save Changes, you're done!

Files will be made for you on whatever schedule you set up, returning all P2P Fundraisers started in the indicated span. Those files will be available in the Exports tab under Files, and will also be delivered to any Destinations you specified. 

Running a download at any time

If you ever need to run out an export of a more specific timespan or just export all P2P Fundraisers in general, you can navigate to the Templates screen at any time and click the Download button for your Template.

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