e-Appeals: Create New e-Appeal Part VII - Create Follow-Up Appeal (optional)
- You can create a follow-up e-Appeal to one of your sent appeals that will allow you to target/send the follow-up just to those who who didn't open the first email, those who opened but didn't click the donate link in the first email, and/or those who didn't donate yet via the previous email.
- When creating a follow-up appeal, the original recipient list will be used (of the initial appeal). You will not be able to add any additional/new recipients to the list. You will be able to change the content (template) and A/B testing options.
- To get started, from the Main Menu, click on Communications and then on History in the communications sub-tab.
- This will take you to the list of sent communications. Find your sent/completed e-Appeal in the list. You can use the filters at the top of the page to search for your e-Appeal.
- Click the drop down to the right of the e-Appeal that you wan to create the follow-up for and select Follow Up.
- A box will pop up with instructional text/reminders about creating an e-Appeal.
- In the pop up box, give your follow-up e-Appeal a Name (e.g. 2018 Fall Appeal Second Ask).
- Check the white check boxes to the left of the groups of recipients (of the original e-Appeal that the follow-up is based on) that you wish to EXCLUDE from this follow-up appeal. Then click the Create button in the lower right.
- The follow-up appeal will be created and you will be taken directly to Tab 3: A/B scenarios (you cannot make any changes on Tab #1 or Tab #2 of a follow up appeal).
- You may use the same content (template) and/or A/B scenarios as your original appeal or select new options here (for instance, if you are targeting those who did not open your first email, you may want to try using a different subject line(s) this time. Or perhaps, if you are targeting those who did open the previous email but didn't click or didn't donate, then you might want to try a different email template/content.
- If you have questions on or need help with Tab #3, refer to our Create New e-Appeal Part III: A/B Testing tutorial or click the Need Help button at the top of the screen.
- Please Note: when selecting your send on date and time, the date cannot be in the past. However, the system will allow you to set a time in the past; if you do set the time in the past or the time has past by the time you click Schedule on Tab #4, the e-Appeal will start processing immediately after you click Schedule on Tab #4.
- After configuring Tab #3, click Save to save and exit or Save and Proceed to advance to Tab #4.
- On Tab #4, confirm all of the information for your e-Appeal is correct. If you have any questions on this tab, refer to our Create New e-Appeal Part IV: Confirm tutorial.
- If you wish to send yourself a test email to verify how your email will look, click on the Send Test Email(s) button in the lower right.
- When you have finalized the appeal, click the green Schedule button in the lower right to send the appeal.
- In the pop up box, enter the email address of the staff person who should be notified when the appeal finishes sending.
- The page will close and you will have the open to Go to List (of Pending Communications) or Create New (e-Appeal).
- On the Pending Communication page, your e-Appeal will show a status of Scheduled. While the status is still scheduled, you can return to your e-Appeal and make changes or delete it.
- Once your follow-up e-Appeal starts sending, the status on the Pending Communications screen will change to Processing. You will not be able to edit or delete the e-Appeal, nor can it be stopped (not even by Fundly Support) [generally, by the time you contact us, your emails have already started sending and there is no way for us to pull them back].
- Once your e-Appeal has completed sending, it will move to the Communications: History tab and from there you will be able to generate a follow-up appeal (to your follow-up Appeal) and/or see metrics for your follow up appeal.
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