STEP 3(A): UPLOAD YOUR CONTACTS AND SEND EMAILS Now that you have created your personal fundraising page, you are ready to spread the word to your personal network and begin fundraising. Our system allows for you to easily upload your contacts list and track your email campaign progress. You also have access to ready made email templates to send to your personal network to make asking for donations easy! LET S GET STARTED:. From your Participant Center, click on ADD CONTACTS TO YOUR ADDRESS BOOK () located under What to do next? or ADD CONTACTS () from the menu on the right of your screen.. You can choose to IMPORT CONTACTS () from other email servers such as Gmail, Yahoo, Outlook, etc., or enter contacts individually by selecting ADD SINGLE CONTACT (). Follow the prompts on the screen to complete your import of contact information.
3. Now that your contacts have been uploaded, you are ready to send emails to begin fundraising or recruiting other team members. Select COMPOSE MESSAGE to begin. 4. Under SELECT EMAIL TEMPLATE, choose from the ready made template emails, or select BLANK MESSAGE found under OTHER to create your own custom message (Refer to Six Steps to Become a Successful Fundraiser for tips on how to segment your mailing audience and compose an effective email). Once you have selected your preferred email template, click the NEXT button. TIP: The PREVIEW link allows you to review the letter before making your selection.
5. The COMPOSE screen allows you to edit or personalize your message before sending to your recipients. Click on NEXT once your email is ready to send. TIP: Make sure to check Include Personalized Greeting. This will automatically add a personalized salutation for all your uploaded contacts. TIP: Use SAVE AS DRAFT to save your email message for later, or SAVE AS TEMPLATE to save your message to YOUR SAVED TEMPLATES folder. 6. Select your recipients from your AVAILABLE CONTACTS LIST, or use a GROUP LIST from the contacts drop down menu. Once your recipients have been added to your RECIPIENT LIST, click NEXT. TIP: Use the drop down menu to send to GROUPS within your contact list: Donors Non donors Teammates Non teammates Past donors Past donors who have not donated this time Past teammates Past teammates not registered for this event Never emailed Needs follow up Unthanked donors 7. PREVIEW your letter before sending it. You can go back anytime to make changes/edits along the way. When your message and recipient list are final, click SEND. 3
STEP 3(B): FOLLOW UP, FOLLOW UP, FOLLOW UP! Now that you ve taken the steps to get the word out to your contacts it is very important that you continue to follow up! Did you know that on average it takes 3 emails to secure a donation? Your Participant Center makes it easy to track your email campaign progress and help you identify those requiring follow up. LET S REVIEW:. From the EMAIL tab in your Participant Center, click on CONTACTS () located in the right hand navigation. 4
3 4. Here you can review from your contact list how many EMAILS YOU SENT and the date of last email sent, as well which contacts OPENED the email and the date opened (). You can also see 5
who from your contacts clicked on the link to view your fundraising page (PAGE VISITS) (3) and who made a DONATION (4) to your campaign: a. Those that did not open your email may have missed your first email, so send a friendly reminder as follow up. b. Those that did open your email or visited your fundraising page, but did not give may be more likely to donate. Send a follow up and provide an update on your fundraising progress and what they can do to help you reach your next goal. c. Those that made a donation, but haven t been thanked yet will appear with an icon. Click on this to acknowledge their gift. 3 3. Sending mass emails to your contact list is easy. Use the EMAIL ALL () link to send a general email to your entire contact list. Or manage your contacts in GROUPS () to target your email audiences. Pre set groups are already identified in the system based on your contacts activity, but you also have the ability to CREATE A NEW GROUP (3) if there are certain contacts you want to remain segmented from the rest of your contact list (i.e., church members, employees, patients, family, etc.) Follow up emails are essential in successful fundraising! Be consistent send weekly emails to your contacts. Personalize your emails based on groups. Be specific in your ask. And don t forget to thank your donors! NEXT STEP 4: TRACK OFFLINE DONATIONS. ADDITIONAL QUESTIONS? CONTACT US AT HIKE@AAD.ORG 6