TeamRaiser Participant Center - Personalized Greeting in Emails

Melissa Ugiansky

Feature Summary
Release: Fall '09

Author: Noel Beebe

Overview

TeamRaiser participants often request the ability to include the name of their address book contacts in mass emails they send from their Participant Center.  This feature provides the opportunity for participants to use personalization to automatically include the first name of each address book contact in emails they send from their TeamRaiser Participant Center.

New Concepts or Terms

n/a

Use Scenario
Sally registers for an event using TeamRaiser.  Once she registers, she is prompted to visit her Participant Center and send emails to her friends and family asking for support.  In the Participant Center, she uploads her Yahoo! address book to create contact records with names and email addresses for people she already counts as her contacts.  She crafts her email and clicks the checkbox to include a personalized greeting.  She sends the email to every contact in her address book.  When they receive the email, each contact will see their name in the greeting of the email message (for example,  “Dear John” or “Dear Mary.”)

Key Features

• New Advanced Option (a.k.a. Event Data Parameter or EDP) to allow email personalization to appear in the Participant Center on an event-by-event basis
• New checkbox to include a personalized greeting when sending an email from the Participant Center Email
• Added personalization to Participant Center emails so each recipient will see their name as the addressee of the e-mail (for example, “Dear Mary”)
• Default text provided if no name is present (“Dear Friend”)
• Message Catalog entries to allow clients to change the default “Dear” and the default “Friend”
• Ability for participants to preview the email and view the salutation before sending the email

Feature Configuration & Customization

To enable personalized greeting for an event, administrators can:

• Log in and navigate to Fundraising > TeamRaiser.
• Edit a TeamRaiser and go to step 3, Select Event Options.
• Click “Edit Advanced Options” under Related Actions.
• Advance to the third page of options “c. Define Misc Options”.
• Locate Item 14 – Personalized Salutation for Emails Sent from Participant Center, and check the corresponding checkbox.
• Click Save or Next to enable the setting.

To update the verbiage used in the personalization (“Dear” and/or “Friend”), Admins with access to the message catalog editor can:

1. Log in and navigate to Setup > Product Configuration > Message Catalog Editor.
2. Select TeamRaiser as the application, and click “Refresh List”.
3. Enter “Dear” in the search box and find the two message catalog entries:
   • friendraiser: default_personalized_email_salutation_preview
   • friendraiser: default_personalized_email_salutation
4. Provide a custom label to override the message catalog entry and Save your entries.

Clients who do not have or want access to the Message Catalog Editor can contact Convio Support for assistance.

Limitations and Out of Scope Features

N/A

Client Impacts

N/A

FAQs

Q: Is this feature present in both versions of the TeamRaiser Participant Center?

A: Yes, you will find personalization options in Participant Center 1.0 and 2.0.

Q: What happens if no contact name is present, either because the contact record does not specify the first name, or because the participant enters a new e-mail address into the To: field when addressing their email?

A: A default salutation of “Dear Friend” will populate in the email when it is sent.

Screenshots

Configuration

Participant Center 1.0- Compose Email:

Participant Center 1.0 Preview:

Participant Center 2.0- Compose Email: