Knowledge Base

Creating a Message

In this article, we’ll cover how to create emails using Messages. We’ll walk you through the steps for each of the four message types and explain the options available, so you can send the right message at the right time to your supporters.

Jump to:

Create a new message

Creating a Transactional message

Your platform comes with all the system emails you need. You can create event-specific versions and translate them if using our language module.

After selecting ‘Transactional,’ you’ll see two fields to fill out:

• Select an event
  Choose whether the email applies at a global level or belongs to an event.
• Select an email to edit
  Pick the email you want to edit. If an event version doesn’t exist, one will be created. If it does, you’ll be taken to the existing version to make changes.

Once you have selected your options press ‘continue’. Next you will land on a screen with all the steps you need to set your email up. Transactional emails have three steps.

1

From: These are the sender and reply to details your email will use. These are set up at platform level.

2

Content: Here you can enter your subject line, choose the email template you’d like to use and use our email builder to create your email.

3

Go live: Once you have set up your email you can send a test email to yourself or any of your colleagues. Final step is to set your email live.

Creating an Engagement message

Engagement messages help you communicate with supporters at key moments. They are our most flexible message type as they let you choose both the audience it should go to and select when it should be sent. 

After selecting ‘Engagement’ we have three fields to fill out: 

• Apply globally or select an event: Selecting Global will create the message for all events on  your platform. You can edit your event selection at any time. 
• Select your email template: Existing templates will appear in the list. You can edit this later if you need. 
• Give your Message a name: This name will need to be unique. It’s editable and can only be viewed in your platform. 

When you’re ready select ‘continue’. This time you will see we have five steps to run through to set up your message. 

1

Send to: In this step you will choose who your audience is. We have six options which refer to each audience type that is available in your platform. LINK to audience section below.

2

When: Once you have selected your audience you can now choose when the email should be sent. If your email is set to global level you will be able to set the time, date and timezone the email should be sent. If you have an event selected you will be able to set a specific time and date or you can choose to send it on a schedule. Sending it on a schedule allows you to set a timeframe for it to be sent after an interaction they have had on the site. E.g 1 day after registration is complete.

3

From: In this step, you’ll see the sender name, from email address, and reply email address. Because Engagement messages are considered marketing emails, these fields can be edited to suit your campaign. We recommend keeping them consistent to help with deliverability.

4

Content: Next up is our content step. Here you can create your email subject line, select a new email template or create one, and use our email builder to build out your email.

5

Go live: Our last step allows you to send a test email to yourself or your colleagues. Once you have filled out all the necessary steps and are ready to activate your email you can turn the toggle on.

Choosing and filtering your audience

You’ll have six audience types to choose from:

• Fundraisers: Entrants who have signed up to fundraise

• Donors: Supporters who have made a donation

• Ticket Holders: Entrants with tickets assigned to them

• Teams: Entrants who have created or joined a team

• Organisations: Entrants who have created or joined an organisation

• Shop: Supporters who have purchased merchandise or shop items

After selecting the audience you want to target, you can apply filters to narrow it down. Filters can be built using all or any of the selected criteria (AND/OR logic). The filter options will depend on the audience type you've chosen.

Each filter includes:

• A field relevant to that audience (e.g. amount raised, team role)

• A condition (e.g. before, after, above, below, equal to)

• A value you enter or select

For example:
Amount Raised is over $500
Team Captain is equal to Yes

You can add as many filters as you need. Each time you add one, you’ll see how many records match and you’ll be able to download a CSV of the results.

Creating a Triggered message

Triggered messages let you send an email automatically when a supporter hits a milestone, like raising a certain amount or completing an activity goal.

After selecting ‘Triggered’, you'll fill out the same three fields as an Engagement message:

• Apply globally or select an event
• Select your email template
• Give your Message a name

When you’re ready, select continue, and you’ll land on a page with five steps to complete your triggered message setup.

1

Send to: Choose from one of the four audience groups: Donors, Fundraisers, Teams or Organisations. Below the audience groups you'll see we have an option to include admins, send to admins only or not include admins. 

2

When: Next, you’ll select when the email should be sent. The options will vary depending on the audience. After selecting the condition, enter the relevant value. For example, if the condition is "Member reaches percentage of fundraising goal," you might set the value to 50%.

3

From: Just like Transactional Messages, these are the sender and reply-to details your email will use. They are set up at the platform level

4

Content: Next is the content step. Here, you can create your email subject line, select a new template or create one, and use our email builder to craft your email.

5

Go live: Final step again allows you to send a test email and once you are ready to activate your email you can turn the toggle on.

Creating a Fundraiser message

Triggered messages let you send an email automatically when a supporter hits a milestone, like raising a certain amount or completing an activity goal.

After selecting ‘Fundraiser,’ you’ll fill out the following fields:

• Apply globally or select an event
• Select your email template
• Give your Message a name

When you're ready, select continue, and you'll land on the page to set up your fundraiser message. There are three steps to complete.

1

Available in: There are six different areas where you can make your template available: the Members Area for asking for support and the Sponsors Area for thanking donors. These options are available within the individual, team, and organisation fundraiser dashboards.

2

Content: Next is our content step. Here, you can create your email subject line, select a new template or create one, and use our email builder to craft your email.

3

Go live: Final step again allows you to send a test email and once you are ready to activate your email you can turn the toggle on.

We also have further Messages articles on:

• Messages: Getting Started
• Messages: Translated messages
• Messages: Email Builder
• Messages: Opt out process
• Messages: FAQs