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Online Help |
Working with the Event Autoresponders
Autoresponders are the automatic emails that will be sent to event participants and donors after they take a specific action within the system (such as completing registration or making a donation in support of a participant). An event administrator configures the TeamRaiser autoresponders to include general information about the TeamRaiser. You can add event information to the autoresponder as well as edit parts of the message envelope.
For more details about each TeamRaiser autoresponder, refer to Understanding the Purpose of Each TeamRaiser Autoresponder.
To work with an event autoresponder:
- From the Event Management Center, click Event Emails. The Event Emails page displays.
- Click Edit Autoresponders. The Autoresponders list page displays.
- To preview the autoresponder to see how will look to a recipient, click Preview from the Actions column of the autoresponder. The message displays in a separate window that you can close when finished viewing.
- Click Edit from the Actions column of the autoresponder. The Edit Message Envelope and Select Stationery page displays.
- On this page, for:
- Sender’s Name, enter the name to display in the From area when this autoresponder is in the mailbox of recipients.
- Sender’s Email Address, enter the email address to which any replies to the autoresponder email will be sent.
- Subject Line, enter the subject to display when this autoresponder is in the mailbox of recipients.
- Message Stationery:
- Leave the Blank Stationery option selected.
- Or, click the radio button of the appropriate stationery to add header, footer, and sidebar elements defined in that stationery.
- Click the Next button. The Event Manager Content page displays.
- Enter your text and click the Finish button. The Autoresponders list page displays.
- To preview your work, click Preview from the Actions column of the autoresponder. The message displays in a separate window that you can close when finished viewing.
Understanding the Purpose of Each TeamRaiser Autoresponder
The following table shows the event that triggers each TeamRaiser autoresponder and to whom it is sent.
| Autoresponder | Trigger | Recipient | Notes |
| Thank You for Forming a Team | Person registers online by forming a team and becomes Team Captain | Team Captain Participants | This is the version that Team Captains receive instead of Thank You for Registering.
To add the link to the Participant Center, select TeamRaiser from the Links menu, select Options, and select Participant Center from the Page List drop-down. |
| Thank You for Registering | Person registers online by joining an existing team or as an individual participant | Team Member Participants and Individual Participants | Do not overload this message with too much content. Instead, add the link to the Participant Center where you can present more detail as well as dynamic content. If you change the suggested text, be sure you make it very clear that the Participant Center home page is the primary source for event information. |
| Someone Has Registered You | Person enters additional registrants (for example, a family member) while registering online | Secondary Registrant Participants | Include an autologin link to the Participant Center with the username and password |
| Sample Solicitation to Forward | Person registers online | All Participants | Although, you may disable this autoresponder and create a new template message (available from the Suggested Messages area) with graphics, links, and other HTML elements, some of the tracking options from this autoresponder may be lost. You can use the HTML Editor to add these elements directly in the customized version of the autoresponder to retain the tracking elements.
As of Version 5.3, you can select a stationery to define content in the header, footer, and sidebars around the message content. |
| Thank You for Your Gift | Person makes a donation in support of a participant, team, or the event. | Donors | If you disable this, the donor does not get a thank you autoresponder |
| Offline Gift Thank You | Administrator enters a gift that a donor has mailed in, phoned in, or dropped off
Participant enters a gift that a donor gives to them (if function is enabled) |
Donors | |
| Congratulations for Reaching 50% Goal | System detects that the total of the gifts made in support of a participant is equal to or more than 50% of the goal the participant set for self | All Participants | Disable this one if you are not using goals |
| Congratulations for Reaching Your Goal | System detects that the total of the gifts made in support of a participant is equal to or more than the goal the participant set for self | All Participants | Disable this one if you are not using goals |
| Someone Made a Donation on Your Behalf | Person makes a donation in support of a participant | Participants (Opted-in) | Participants can opt out of receiving this email notification when they register |
| Someone Joined Your Team | Person registers online by joining an existing team | Team Captain Participants | |
| First Follow-Up | 7** days after person has registered online | Active Participants | Typically used to remind participants about upcoming dates and encourage use of the Participant Center. Set to Disabled by default. |
| Second Follow-Up | 14** days after person has registered online | Active Participants | Typically used to remind participants about upcoming dates and encourage use of the Participant Center. Set to Disabled by default. |
| Third Follow-Up | 28** days after person has registered online | Active Participants | Typically used to remind participants about upcoming dates and encourage use of the Participant Center. Set to Disabled by default. |
| Fourth Follow-Up | 42** days after person has registered online | Active Participants | Typically used to remind participants about upcoming dates and encourage use of the Participant Center. Set to Disabled by default. |
| TeamRaiser Registration Full Refund | Administrator processes a full refund of registration fees (including an additional gift and any registration upsells) to a participant through the appropriate link in their Profile or the Transaction Manager | Participants | |
| TeamRaiser Registration Partial Refund | Administrator processes a refund of a single item or several items for which a participant paid during registration (a registration fee, an additional gift, or an upsell) through the appropriate link in their Profile or the Transaction Manager | Participants | |
| TeamRaiser Eligible for Tentmate Selection | Participant registered for an event, either joining an existing team or creating a new one, and then met the fundraising minimum | Registrant | Tenting must be enabled in the TeamRaiser configuration |
| TeamRaiser Tentmate Request | Email participant received from another team member inviting that participant to share a tent over the course of the TeamRaiser | Registrants | Tenting must be enabled in the TeamRaiser configuration |
| TeamRaiser Tentmate Request Accepted | Acceptance email sent to team member who invited a participant to share a tent over the course of the TeamRaiser | Registrant | Tenting must be enabled in the TeamRaiser configuration |
| TeamRaiser Tentmate Request Rejected | Email sent to team member declining the invitation to share a tent over the course of the TeamRaiser | Registrant | Tenting must be enabled in the TeamRaiser configuration |
| TeamRaiser Tentmate Has Completed Fundraising | Email sent to participant notifying that their selected tentmate has met the minimum fundraising goal (and is, therefore, eligible to be a Tentmate) | Registrant | Tenting must be enabled in the TeamRaiser configuration, and minimum fundraising goal must have been set |