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  1. Fundraiser instructions on how to send an email

    in the pop-up window (select “Accept” where applicable) When the pop-up closes, click “next” in the main window lightbox   Send email Select the contacts you’d like to send an email to (you can see the last time they donated by hovering over the donate icon) Click “Actions”, then “Send” (this will take you
    Knowledge baseOct 31, 2016
  2. Fundraiser instructions on how to create an email template

    Fundraiser email templates allow fundraisers to preset and reuse often-used emails. This precludes the need to rewrite the same email multiple times. An emailEmail" in the left sidebar  Type and edit the subject line and email content for your email template Click “Save Template”, enter Template name, and click
    Knowledge baseOct 31, 2016
  3. How to edit donation or registration email receipt

    To edit donation/registration email receipt, please follow these steps: Go to the admin panel Navigate to Emails > Auto-Responders tab. Open the "Online Donation Confirmation" and "Registration Confirmation" email template. Make the necessary edits. Please see How to edit an auto responder
    Knowledge baseApr 06, 2018
  4. How to create a default fundraiser email template (instructions for administrators)

    Fundraiser email templates allow fundraisers to reuse often-used emails that they send to their contacts (potential donors). This precludes the need to rewrite the same email multiple times. If a template is set by an administrator, it becomes available globally to all fundraisers as a default template. This gives
    Knowledge baseAug 25, 2016
  5. How to modify an email address after registration

    Registrant may change their email address in the fundraiser dashboard by following these steps: Log in to your account  Click "My HQ" at the top right of the page Click "Edit Account Details" near the profile image Change email address Click "Save
    Knowledge baseOct 31, 2016
  6. Fundraiser instructions on how to send a thank you email to a donor

    To easily send thank-you emails to donors, follow these steps: Log in to your fundraiser dashboard by clicking the "My HQ" link in the top right Click "My Fundraising Report" in the left sidebar Locate the donor/donation you'd like to thank, and click "Send Email" (If the donor didn't submit their email address
    Knowledge baseOct 31, 2016
  7. Custom Automated Emails

    The automator is a powerful tool that allows administrators to set a range of criteria which will automatically generate and send personalized emails when triggered. Combining the automator with placeholders makes this powerful tool even more powerful by generating completely personalized emails. Some useful examples
    Knowledge baseJul 07, 2018
  8. Email

    Knowledge baseJan 25, 2018
  9. Limit on mass selecting contacts when composing emails

    When composing and sending an email, our system doesn't allow you to select all contacts at once if you have more than 20 contacts. This forces fundraisers to review the addresses they are sending to. When sending blast emails, if ISPs (such as Gmail, Yahoo, etc.) detect inactive and spamtrap
    Knowledge baseApr 17, 2019
  10. Fundraiser not receiving emails from the system

    Firstly, check the sent auto-responders and filter by the registrant's email. To do so go to the admin panel > Email > Sent Auto-Responders > filter the Email column by the registrant's email. You should see all the emails sent to this registrant. Click on each of the sent emails and scroll down to email stats
    Knowledge baseOct 05, 2018