How do I create the mission trip communication series?

Steps to create the participant and donor email communication series and appeals

This section provides steps to set up your participant and donor email communications. Once created, you will use the emails to create appeals, which will be tied to your mission trip.

Create Communication Series

In this section, you will configure email messaging to send to your participants and donors (contacts). You will create a start communication series and an end communication series for your participants and for your donors (contacts).

Participant Communication Series

Participant Start Series

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Communication Series > Add
Provide a Name and Description for the communication series
In the Appeal Type drop-down list, select VolunteerFundraising
In the Communication Series Type drop-down box, select Volunteer Fundraiser Start Dynamic
Under the Communications section, click the Add Communication button
In the Days after the member is added to the target list to send text box, enter the number of days to wait before sending the communication to a new participant. Hint: Typing a zero will send the first message as soon as the participant is added.
In the Channel drop-down list, select Email
Click the Add Existing Template button
Click the Select button next to the Mission Trip First Email Template
Click the Preview drop-down list and select Edit
Click on the Subject tag at the bottom of the form. This is the default subject line that will appear on the email the participant receives.
Click the Body tag at the bottom of the form
The default messaging will return detailed information regarding the mission trip. Best Practice: leave this messaging and personalize around this information.
Under the edit box, you will find a list of template data that you can use to personalize the message your participant receives.
Click Preview and Save
Verify that the acknowledgment appears as you expected
Click Save & Exit
Repeat to add as many communication messages as needed

Participant End Series

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Communication Series > Add
Provide a Name and Description for the communication series
In the Appeal Type drop-down list, select VolunteerFundraising
In the Communication Series Type drop-down box, select Volunteer Fundraiser End Dynamic
Under the Communications section, click the Add Communication button
In the Days before the end of fundraising effort text box, enter the number of days before fundraising ends to send this message
In the Channel drop-down list, select Email
Click the Add Existing Template button
Click the Select button next to the Mission Trip Goal, not Met Participant - First email template
Click the Preview drop-down list and select Edit
Click on the Subject tag at the bottom of the form. This is the default subject line that will appear on the email the participant receives.
Click the Body tag at the bottom of the form
The default messaging will return their fundraising balance for the mission trip. Best Practice: leave this messaging and personalize around this information.
Under the edit box, you will find a list of template data that you can use to personalize the message your participant receives.
Click Preview and Save
Verify that the acknowledgment appears as you expected
Click Save & Exit
Repeat to add as many communication messages as needed

Donor Communication Series

Donor (Contact) Start Series

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Communication Series > Add
Provide a Name and Description for the communication series
In the Appeal Type drop-down list, select Fundraising
In the Communication Series Type drop-down box, select Fundraising Start Dynamic
Under the Communications section, click the Add Communication button
In the Days after the member is added to the target list to send a text box, enter the number of days to wait before sending the communication to a new contact. Hint: Typing a zero will send the first message as soon as the contact is added to the participant's list.
In the Channel drop-down list, select Email
Click the Add Existing Template button
Click the Select button next to the Mission Trip First Gift Contact List template
Click the Preview drop-down list and select Edit
Click on the Subject tag at the bottom of the form. This is the default subject line that will appear on the email the contact receives.
Click the Body tag at the bottom of the form.
The default messaging will return the information regarding the mission trip participant. Best Practice: leave this messaging and personalize around this information.
Under the edit box, you will find a list of template data that you can use to personalize the message your participant receives.
Click Preview and Save
Verify that the acknowledgment appears as you expected
Click Save & Exit
Repeat to add as many communication messages as needed

Donor (Contact) End Series

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Communication Series > Add
Provide a Name and Description for the communication series
In the Appeal Type drop-down list, select Fundraising
In the Communication Series Type drop-down box, select Fundraising End Dynamic
Under the Communications section, click the Add Communication button
In the Days before the end of fundraising effort text box, enter the number of days before fundraising ends to send this message
In the Channel drop-down list, select Email
Click the Add Existing Template button
Click the Select button next to the Mission Trip Goal Not Met Fundraising Series - Contact List template
Click the Preview drop-down list and select Edit
Click on the Subject tag at the bottom of the form. This is the default subject line that will appear on the email the contact receives.
Click the Body tag at the bottom of the form.
The default messaging will return the dollar amount raised and the total goal needed for the mission trip. Best Practice: leave this messaging and personalize around this information.
Under the edit box, you will find a list of template data that you can use to personalize the message your participant receives.
Click Preview and Save
Verify that the acknowledgment appears as you expected
Click Save & Exit
Repeat to add as many communication messages as needed

Create Appeals

An appeal logically groups the communications (created in the section above) into participant messaging and donor (contact) messaging. The appeals you create in this section will be attached to the mission trip you create.

Participant Appeal

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Appeals > Add
Provide a Name and a Description for your appeal
In the AppealType drop-down box, select VolunteerFundraiser
In the Associated Communication Series section, click the Add New Associated Series button
In the Communication Series text box, type an asterisk (*)
Select the Volunteer Fundraiser Dynamic Start series that you created
In the Communication Series text box, type an asterisk (*)
Select the Volunteer Fundraiser Dynamic End series that you created
Click Save & I'm Done

Donor (Contact) Appeal

Login to the V2 Admin Portal and navigate to: Marketing > Triggers and Templates > Appeals > Add
Provide a Name and a Description for your appeal
In the AppealType drop-down box, select Fundraising
In the Associated Communication Series section, click the Add New Associated Series button
In the Communication Series text box, type an asterisk (*)
Select the Fundraising Dynamic Start series that you created
In the Communication Series text box, type an asterisk (*)
Select the Fundraising Dynamic End series that you created
Click Save & I'm Done