Supporter Notifications

Supporter Notifications allow you to create custom emails that can be sent automatically to your supporters after certain events take place in REACH. 

We’ve provided our suggested text for each supporter notification that includes the liquid elements you’ll want to pull in for each one.

Supporter Notifications can be set up for the following events:

REACH Tip: Supporter Notifications can also be set up as drip email campaigns. For example, one Supporter Notification can be set to Immediate, a second Supporter Notification can be set up to be sent on Day 2, a third for Day 4, etc.

Note: Any Supporter Notifications that have been sent will be recorded in the supporter’s individual profile under their Activity tab.

Setting Up Supporter Notifications

How to Video:

  • Go to Settings > Supporter Notifications
  • Click on + New Supporter Notification
    • Note: A supporter notification can be set up individually for each event.
  • Enter a Title
  • Choose the Event that should trigger the notification
  • Select the number of Days after event to send email 
    • Note: Immediate or any number from 1-30 days following
    • For drip email campaigns, set up additional supporter notifications for each day
  • Select an Email Template (Optional)
    • Note: Select an email template if you would like to use a pre-designed template for your supporter notification. 
  • Add a Subject
    • Note: This is the Subject of your email message
  • Add your Message
    • Note: Adding text in the editor is required. This is the message that will be used in your email. Example messages are shown in the next section.
    • For a full list of Liquid Elements available to add to your message, see our Liquid Objects article.
  • Click Save

Suggested Set Up and Message Text

Event Registration

Event Registration – Send an email to a supporter when they are registered for an event. 

  • Title: Event Registration
  • Event that should trigger the notification: Event Registration
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Thank you for your registration!

Example Message:

Hi {{ supporter.first_name }},

We have received your registration for {{ event.title }} on {{ event.dates }}. Thank you for registering!

View more information about the event by visiting http://{{ event.url }}.

We look forward to seeing you!

{{ account.name }}

  • Click Save
  • Next to the Title Event Registration, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

Offline Sponsorship Past Due

Offline Sponsorship Past Due – Send a ‘reminder of payment’ email to a supporter when the system marks their offline (paid via cash or check) sponsorship as past due.

  • Title: Offline Sponsorship Past Due
  • Event that should trigger the notification: Offline Sponsorship Past Due
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Your sponsorship payment is due.

Example Message:

Hi {{ supporter.name }},

Your sponsorship payment of ${{ sponsorship_supporter.past_due_amount | money_without_currency }} for {{ sponsorship_supporter.sponsorship.title }} is now due.

Please send a cash or check payment to:
{{ account.name }}
{{ account.address }}
{{ account.city }}, {{ account.state }} {{ account.postal}}

If you’d prefer to pay online, please let us know. We’ll be happy to set this up for you.

Thank you for your continued support of our organization!
{{ account.name }}

  • Click Save
  • Next to the Title Offline Sponsorship Past Due, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

Offline Sponsorship Supporter Created

Offline Sponsorship Supporter Created – Send a ‘thank you for sponsoring’ email to a supporter when an offline (paid via cash or check) sponsorship record has been created.

  • Title: Offline Sponsorship Supporter Created
  • Event that should trigger the notification: Offline Sponsorship Supporter Created
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Thank you for sponsoring!

Example Message:

Dear {{ supporter.first_name }},

Just a quick note to thank you for sponsoring {{ sponsorship_supporter.sponsorship.title }}!

Your {{ sponsorship_supporter.donation_frequency }} payment of ${{ sponsorship_supporter.past_due_amount | money_without_currency }} for {{ sponsorship_supporter.sponsorship.title }} can be mailed to:

{{ account.name }}
{{ account.address }}
{{ account.city }}, {{ account.state }} {{ account.postal}}

You can also sign in to your donor portal at any time to view your recent donations, view your sponsorship and manage your account: https://{{ account.primary_domain.hostname }}{{ supporter.url }}.

If this is the first time you have logged in, enter your primary account address of {{ supporter.primary_email }} and click Sign In. You will receive an email with instructions on how to set a password.

If you have questions or want to switch your sponsorship to an online payment, please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }}.

Kind regards,
{{ account.name }}

  • Click Save
  • Next to the Title Offline Sponsorship Supporter Created, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

Recurring Donation Ended 

Recurring Donation Ended – Send a ‘do you want to continue donating?’ email to a supporter when their recurring donation has ended.

Note: This is for recurring donations in which an end date was set. Recurring donations are not required to have set end dates.

  • Title: Recurring Donation Ended
  • Event that should trigger the notification: Recurring Donation Ended
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Your recurring donation has ended.

Example Message:

Hi {{ supporter.first_name }},

Thank you for supporting the work of {{ account.name }}.

Your {{ donation.recurring_period }} payment of {{ donation.total_amount | money_without_currency }} for {{ donation.purpose }} has ended.

Please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }} if you’d like to continue donating.

Kind regards,
{{ account.name }}

  • Click Save
  • Next to the Title Recurring Donation Ended, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

Sponsorship Cancelled

Sponsorship Cancelled – Send a ‘sorry to see you go’ email to a supporter when their sponsorship has been cancelled by the supporter or by an admin.

  • Title: Sponsorship Cancelled
  • Event that should trigger the notification: Sponsorship Cancelled
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Your sponsorship has been cancelled.

Example Message:

Hi {{ supporter.first_name }},

Your sponsorship of {{ sponsorship_supporter.sponsorship.title }} has been cancelled.

To view more sponsorship opportunities, please visit our website: {{ account.website}}.

Thanks!

{{ account.name }}

  • Click Save
  • Next to the Title Sponsorship Cancelled, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

Supporter Created 

Supporter Created – Send a ‘welcome’ email notifying a supporter an account has successfully been created on their behalf. 

  • Title: New Supporter
  • Event that should trigger the notification: Supporter Created
  • Days after event to send email: Immediate
  • Email Template: no selection
  • Subject: Thank you for signing up!

Example Message:

Dear {{ supporter.first_name }},

Just a quick note to thank you for joining the work of {{ account.name }}. It means the world to us!

If you have questions, please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }}.

In the meantime, sign in to your donor portal at anytime: https://{{ account.primary_domain.hostname }}{{ supporter.url }}.

From here, you can view your recent donations and sponsorships and update your account information.

If this is the first time you have logged in, enter your primary email address of {{ supporter.primary_email }} and click Sign In. You will receive an email with instructions to set a password.

Kind regards,

{{ account.name }}

  • Click Save
  • Next to the Title New Supporter, click on Actions > Send Preview
    • Note: A message preview will be emailed to you for review

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