Adding Triggers to an Event

by LA - Customer Success Manager 01 Sep 2018

The use of automated fundraising triggers are a great way to keep your fundraisers engaged throughout the life cycle of a campaign. which can often go for 2-3 months. They are a great way of offering rewards to fundraisers that are doing well or to just offer snippets of goodness to even the fundraisers who only complete minor achievements. When used in conjunction with Gamification they are a powerful fundraising tool.

Creating a Trigger

Fundraising triggers can be created at platform level so all of your fundraisers receive them, or you can have specific triggers for certain events or even specific DIY themes. For the purpose of this article we are just going to create some at platform level.

Navigate to Funraisin > Platform Setup > Triggers or if you are wanting to add them to a specific event then just edit your event and choose "triggers" from the left "middle" nav.

Click on the "add new trigger" button and you will see a screen like the one below.


The following options are available when creating a new trigger.

Trigger Status
Choose from active or in-active

Trigger Name
For your own reference only.

Language (optional)
Used for multi-lingual sites only

Trigger When
Choose from our list of trigger actions which are grouped into different categories such as Donation based, Distance based, Fundraising based

Trigger Value
Linked to the above option, allowing you to define a value e.g. $100 for donation based triggers

Trigger Type
Choose from Email or SMS

Assignment
Choose to assign the trigger to a specific event or DIY theme or you can choose to make it global to the entire site.

After saving your trigger you will see a screen with all of your triggers listed, like below. This screen will give you a brief overview of each trigger so you can quickly see it's status and how many have been sent out.


Starting & stopping Triggers

Once your trigger has been created and is "active" it will be sent as soon as someone meets the criteria of your trigger, there is no need to do anything else.

To stop or pause a trigger simply edit it and change it's status to "in-active" and that will stop any more being sent for that trigger.

Seeing who has received a Trigger

You can see how has received which trigger at any time easily simply by going back into the Triggers section, selecting the radio button next to your trigger and then choosing "download selected" from the download buttons below the list. Or you can edit the trigger and you will see a tab called "Entrant History" which will display a list of people who have been sent that trigger.

Also from within any Fundraisers record under "interactions" there will be a list of trigger they have been sent and when.

Configuring SMS for SMS Triggers

If you want to make use of SMS triggers you will need to configure your site to be able to send SMS messages. You can use this guide to setup your site's SMS.

If you’d like further help please pop in a support ticket from your Funraisin admin and our team will assist you.