How do I customize TeamRaiser Autoresponder Emails?

Anonymous Blackbaud User

The TeamRaiser application provides email messages that the system will send automatically in response to the completion of specific activities associated with the TeamRaiser. For example, the system will generate and send the Thank you for registering autoresponder to each participant who completes the registration process to help guide the user through the next steps.

The default TeamRaiser autoresponders include:

- Thank you emails that the system will automatically send to volunteers who register and who form teams as well as to donors when they give money to the TeamRaiser participants

- A sample solicitation email that the system will automatically send to participants to use to ask their family and friends for monetary support

- Congratulations emails that the system will automatically send to participants when they reach 50% and 100% of their goal

- Notification emails automatically sent to participants when someone donates on behalf of the participant or someone joined the team captain¿s team

- Four blank follow-up autoresponders that you can use to send additional messages. Contact your Convio Account Manager if you are interested in using these follow-up autoresponders.

Most of the default TeamRaiser autoresponders contain suggested text (there are four blank follow up autoresponders that have no suggested text). For each autoresponder, you can select to use the existing site default version, to edit the site default content to add more information, delete information, and so on, or to not send one at all.

To see what the site default version looks like as email:

1. Click the Autoresponder Type you want to view.

2. Click the Version to Send drop-down menu for the autoresponder selected.

3. Click Send Site Default Version.

4. Click the Preview button.

5. When you are finished, click the Close button on the Preview page to return to the Autoresponders page.

To send the default version:

1. Click the Autoresponder Type you want to send.

2. Click the Version to Send drop-down menu.

3. Click Send Site Default Version.

4. Click the Save button near the top or bottom of the page.

To keep from sending anything out for the event:

1. Click the Autoresponder Type you want to work with.

2. Click the Version to Send drop-down menu.

3. Click Do not send any version.

4. Click the Save button near the top or bottom of the page.

To edit the autoresponder and have it sent for the current event only:

1. In the Email Envelope area:

a Type any appropriate changes to the Sender¿s Name.

b Type any appropriate changes to Sender¿s Email.

c Type any appropriate changes the Subject.

d If appropriate, select a different stationery option from the Style drop-down menu.

2. In the HTML Body, enter or delete text, insert images and links, create tables, apply styles, add colors, or other formatting. For more information, see the WYSIWYG help.

3. Click the Update Plain Text button make your plain text content match the HTML content you entered.

4. Review this text and make any adjustments to the text. Some tips include making sure the spacing between paragraphs carries over and there is adequate text lead-in words for links.

5. Click the Save button.

6. Click the Preview button to see how your content will look as email.

7. Repeat the last two steps until you are satisfied with this autoresponder.