Peer to Peer - Messaging Automation

This indicates that the automation message is currently activated and is in use for your Peer to Peer site.

This indicates that the automation message is currently deactivated and can’t be an option for users to see the message or send the message.

This for internal users to be able to mange and make changes to the message and the details within it.

This is for the ability yo delete the automation message for the list of messages in your Site. Note that if the message is activated, the delete icon will be grayed out.

Donation

This automation triggers an email notification to the team captain whenever a donation is made on their team page.

Login

This automation will send a 1-time link which will allow a fundraiser to log into their dashboard.

Registration

This automation sends a confirmation email to new fundraisers as they register on the site.

Thank Donor

This message is sent to a donor whenever a fundraiser sends a thank you message from their fundraiser dashboard.

Administrative

This automation sends a confirmation email to new fundraisers as they register on the site.

Goal-Based Milestones

1. Progress towards fundraising goal: This automation sends off an email based of a fundraisers % progress towards their fundraising goal.

2. Total amount raised: This automation sends off an email based of a total amount raised by a fundraiser.

Coaching

1. Relative to event: This will send a message on a date relative to supporter's registration or event start

2. Relative to registration: This will send a message on a date relative to supporter's registration or event start

3. Waiver: You can offer a conditional titled Unsigned Waiver that allows you to highlight to the fundraiser that their waiver is not yet signed.

   Open

   

   Show the Unsigned Waiver condition only when:

   1. The participant’s waiver status is set to "unsigned."

   2. The participant type linked to the participant has a waiver requirement.

   This way, people who don’t need a waiver, like certain supporters, won’t see confusing messages asking them to complete one.

Event-Based Notification

This automation triggers an email notification to the team captain whenever a team member joins their team.

will add Bold, Italics or Underline to the selected text.

create bullets or numbered lists

undo or redo

Left align, Centre align, Right align selected text

Set the text as normal (paragraph text), add a horizonal rule, or set the text as Heading 1, Heading 2, Heading 3, Heading 4, or Heading 5

Unlink the text (if you added a text via the Special Field dropdown)

insert a Special field into the email. This can be one of:

• Insert Supporter Data will insert data as a “mail merge” for that supporter from their database record (with a fallback if the data is blank for that supporter). As of release 4.8, the Insert User Data option includes untagged fields in addition to tagged fields.

• Insert P2P Fundraiser Data will insert data as “mail merge” for that fundraiser from their P2P Transaction created (with a fallback if the data is blank for that supporter).

• Insert P2P Link will link selected text to either an Individual Fundraiser Page, Team Page or Fundraiser Dashboard (which will pre-populate the page with their data).

• Insert P2P Team Data - will insert data as “mail merge” for that fundraiser from their P2P Team Page created.

• Insert P2P Page Data - will insert data as “mail merge” for that fundraiser from their P2P Campaign Page created.

• Insert P2P Transaction Data - will insert data as “mail merge” for that fundraiser from the Donation/Transaction Amount made within the P2P Site.

More information about the different merge tag available HERE

First Name

${p2p~fundraiserFirstName}

Last Name

${p2p~fundraiserLastName}

Fundraising Goal

${p2p~pageGoal}

% Raised

${p2p~pagePercentRaisedToGoal}

Amount Raised

${p2p~pageAmountRaised}

Amount Left To Goal

${p2p~pageAmountLeftToGoal}

Number Of Donations

${p2p~pageDonationCount}

Participant Type

${p2p~fundraiserTypeDisplayName}

Registration Fee

${p2p~fundraiserTypeFee}

Additional Donation

${p2p~donationAdditionalAmount}

Total Paid

{receipt_data~amount}

Fundraising Minimum

${p2p~fundraiserTypeMinimum}

Amount Left To Minimum

${p2p~pageAmountLeftToMinimum}

Individual Fundraiser Page

${p2p~pageUrl}

Team Page

${p2p~teamPageUrl}

Fundraiser Dashboard

${p2p~participantLoginUrl}

Team Goal

${p2p~teamPageGoal}

Amount Raised

${p2p~teamPageAmountRaised}

Team Name

${p2p~teamPageName}

Captain First Name

${p2p~teamCaptainFirstName}

Captain Last Name

${p2p~teamCaptainLastName}

Number Of Team Members

${p2p~teamMembersCount}

Site Name

{p2p~siteName}

Page Name

${p2p~pageName}

Page Title

${p2p~pageTitle}

Page Subtitle

${p2p~pageSubtitle}

Page's Profile Image

${p2p~pageImageUrl}

Page Story

${p2p~pageStoryTitle}

Page ID

${p2p~pageId}

Amount Processed

{receipt_data~amount}