Schedule invitations, follow ups, reminders and post-campaign emails in the Communications section of your campaign management view
What types of communications can be scheduled for my campaigns?
Smart invite
The Smart Invite is the first communication that will be sent out to your supporters. It is ideal for inviting your supporters to purchase tickets to an upcoming event or to prompt them to donate to a campaign you have just launched.
The Smart invite is available on all form types.
You can choose to send the email right away to all or a segment of your contacts, or you can schedule it to be sent on a set date.
Follow up email
The follow up email is designed to be an extra nudge to send out to those who have not yet made a transaction on your form.
The Follow up email is available on all form types.
Based off the contact list selected in the Smart invite, the contact list will include only those who did not complete the form after the Smart invite was sent out.
You can choose to send the email right away or you can schedule it to be sent on a set date.
Reminder email
The reminder email is designed to remind participants who have completed a transaction on the form that the campaign date is approaching.
By default, a reminder email is programmed to be sent out 7 days before events, raffles and other sales forms. On auction forms, it is programmed to be sent 1 day before the auction end date. For memberships, members will receive a reminder 1 month before their membership expiry date.
The reminder email is available on event, raffle, auction, membership, and other sales forms.
The contact list will include everyone who has completed a transaction on the form. Contacts with cancelled tickets will not be included in this communication.
Event recap email
The Event recap email is designed to thank participants who completed a transaction on the form for participating in your fundraiser.
The event recap email is available on event, raffle, auction, membership, and other sales forms.
The contact list will include everyone who has completed a transaction on the form. Contacts with cancelled tickets will not be included in this communication.
How to access the campaigns communication page
From the campaign management page
To access the campaign management page, go to "Forms" and click the button that appears when you hover over the form you want to set up a campaign for (the button prompt differs depending on the form type. E.g. manage event, view bids, manage campaign, etc.).
Then, navigate to the Communications tab in the menu above the payments table:
How to edit and schedule an email
To create a scheduled communication email, click "Resume email setup" next to the email you want to create in the Communications section.
We provide templates to get you started that you can personalize and make your own.
Select your contact list - Select contacts from Zeffy, or import them from Gmail or Mailchimp.
Once you're done composing the email, scroll to the bottom to see the various options you have:
- Save and close - Saves the email without scheduling it
- Edit schedule - Allows you to choose the date and time the email will be sent automatically
- Send now - Send the email out immediately
- Send test email - Allows you to send a test version of the email to your inbox to see what it looks like on the recipient's end. It will be sent to the email you're logged into Zeffy with.