Peer-to-Peer Fundraiser Communications

Automated emails make it easy to keep your fundraisers engaged without setting up complex workflows. Campaign admins can configure simple, single-action workflows that send targeted emails whenever key P2P milestones occur — such as a new team being created, a fundraiser receiving their first donation, or hitting a fundraising milestone.

What You Can Do

• Send milestone emails automatically
  Choose from several trigger points (see below), and your email will send as soon as the condition is met.

• Stay in control
  You can edit, activate, or pause workflows at any time. Admins can also trigger an email manually if needed.

Supported Triggers

1. Team Created – Fires when a new team or child campaign is created.

2. First Donation – Fires when a fundraiser or team receives their very first donation.

3. Total Raised – Fires once the fundraiser or team raises at least a specific dollar amount.

4. Percent of Goal – Fires once fundraising progress reaches a chosen percentage of the goal.

5. Send Now – No trigger; allows you to send emails immediately as a one-time or bulk action.

Configuring the Trigger

When setting up a trigger, you can define details like:

• New Team vs. Joining an Existing Team (for “Team Created” triggers).

• Dollar Amount (for total raised triggers).

• Percent of Goal (for percent-based triggers).

Email Setup

Each workflow supports one action: Send Email.
You can customize:

• Subject line (always required).

• Message body (HTML supported) OR pick a saved email template.

How It Works Behind the Scenes

• New triggers are checked automatically in batches.

• The system only looks at events after the last time it ran, so your fundraisers won’t get duplicate emails.

• Workflows can be Active, or Paused. Only active ones will send emails.

Example Uses

• Welcome New Teams:
  Subject: “Welcome Team!”
  Message: “Thanks for joining — you’re ready to start fundraising.”

• Celebrate First Donation:
  Subject: “You’re on the board!”
  Message: “Congrats on receiving your first donation!”

• Mark Milestones:
  Subject: “$500 Milestone Reached!”
  Template: Choose a prebuilt email design.

• Encourage Progress:
  Subject: “Halfway There!”
  Message: “Great job reaching 50% of your goal.”

• Manual Blast:
  Subject: “Immediate Update”
  Message: “Here’s an important announcement for all teams.”

Admin Flow

1. Go to Campaign > P2P Comms > Automated Emails.

2. Click Add / Edit.

3. Select a trigger type.

4. Enter thresholds (if applicable).

5. Add your subject line and message (or select a template).

6. Save your workflow.

7. Activate it to start sending.

8. Monitor status and update whenever needed.