Email Module
Senast ändrad: 13-09-2024We have created a wide selection of mails to make it easier for you. Once set up properly, this will save you a lot of communication time and add value to the platform.
Watch the video on managing teams here, or read more about specific sections below.
00:00 - Welcome 00:26 - Email overview 02:16 - Email options 03:25 - Tags 04:31 - Copy function 04:42 - Layers 05:06 - Reply address 05:23 - Signature |
Trigger mails
We only work with so-called 'trigger mails'. These are emails that you can set up in advance and that are sent after a certain event.
Levels
You can set the mails by level and this works as follows:
If you set a mail at the main level (i.e. at the website level), then it is automatically taken over that way at a lower level (e.g. a project). But if you change the mail at that project, then the changed mail will only be used for that project. This way, you can easily set your mails globally and make them more specific per level if required. Mails related to the edition are not automatically taken over at a lower level.
You can see the overview of emails in the dashboard under the heading Emails. Here you will see three options: Email overview, Configure signature and Reply address.
Email overview
When you open the overview of emails, you will immediately see a distinction between different categories we use in our platform. These are:
- Donors (people who make a donation on the platform)
- Participants (fundraisers who do not have their own fundraising page)
- Fundraisers (fundraisers who have their own fundraising page)
- Team captain (fundraisers who have started their own team)
- Site administrator (the administrators of the site)
- Visitors (interested parties who have indicated on the site that they wish to be kept informed)
- Users (these are not visible and contain the standard system emails like completed contact forms, password recovery, AVG emails etc.)
You can unfold these categories and in them are all the mails sent to that category after a certain event.
Here is an overview of some of the emails that go to a donor:
Explanation of symbols
This collapses the entire menu with this type of mail | |
This toggle allows you to toggle a mail on or off | |
This button allows you to copy a mail. This is done by selecting the condition at the bottom of the mail and saving the mail | |
If you have changed the mail then you can use this to restore it to the original mails as we set it up. A kind of 'go back to factory settings' button | |
Here you can edit the content of the mail | |
Here you can see a preview of the mail and have it sent to an e-mail address as a test |
In the screenshot, you can see that behind the mail "Thank you mail after new donation" the arrow is black. This means that the original mail has been modified, and you can restore it if you wish. If you reset it to the original mail and click on the pen you will see this content of the mail:
Tags
What immediately stands out are the so-called tags. This is information framed by percentage signs and looks like this: %tagname%.
If you click on 'Add tag' you will see which tags are available for that mail and what the tag stands for. The tag will be replaced in the final mail. In the case of the sentence Dear %donor_firstname%, this will eventually become Dear Jasper in the mail,
By mail, not all tags may be available. The mail 'Thank you mail after new donation' is used after a new donation has been made. This can be a donation at website level, but also, for example, a donation on an action. Because this mail is generic and is used in both cases, you cannot choose the %action_title% tag here. You can always see which tags are available under 'add tag'.
Configure signature
Via E-mails > Configure signature, you can set a default mail signature. This will then appear instead of the %signature% tag in the e-mails you send. Here you can, for example, choose to insert an image.
Reply address
The reply address is the e-mail address from whose name and e-mail address we send the automated e-mails. However, the emails are sent from support@iraiser.eu. We do not have access to your email account.
Example:
Suppose a donation is made on the platform, then the donor will receive thank you mail after a new donation(provided this mail is on). If you then press the sender you will see the following:
If the donor has a question about this and presses reply, it will come out to the e-mail address info@iraiser.eu (the set reply address). It happens sporadically that someone copies the e-mail address support@iraiser.eu manually and sends us the mail, instead of sending it to the reply address. In such a case, we will forward the mail to the reply address set on the platform.