Getting Started: Automated Outreach Overview
The four automated email streams are the following:
- Match Eligible
- Unknown Company
Learn more about automated outreach features:
Each donation record that flows into 360MatchPro through your donation form, CRM and/or data import will be placed into one of the three email streams automatically:
- Match Eligible
- Unknown Company
Within each email stream you have the ability to do the following:
- Enable emails by clicking on the toggle button (Button will turn green when it is enabled)
- Edit the sending time, so the matching gift emails can be sent based on when the donation record enters into 360MacthPro
- Edit the subject title and body of the emails by using the email template variables within the body of the emails.
- Click on the preview button to send a test email to yourself and experience what the donor will also experience.
Donors placed into this email stream have identified that they work for a matching gift company based on our database (i.e. they used the streamlined search tool on the donation page and/or you have company information from your CRM). There are up to 3 emails in total that can be sent to donors. Our recommended approach is to turn on 2 out of 3 emails within this email stream.
Donors placed into this email stream have NOT identified where they work and these donors often use a personal email address when giving to your organization. There are up to 2 emails in total that can be sent to donors. Our recommended approach is to turn on 1 out of 2 emails within this email stream.
Donors placed into this email stream have identified they likely work for a company not eligible. A reason why you’d like to reach out to these donors are that their spouse may work for a company that matches their spouse’s donation. Up to 1 email can be sent to donors.
Please note: Our recommended approach is to keep this email stream disabled. However, we leave this decision up to your organization; some organizations like to do matching gift outreach to all donors because there are a handful of companies that matches a spouse’s gift while others do not.
During the month of December, the end of year email stream is your organization's end-of-year reminder to donors about submitting their matching gift request. Only one end-of-year email can be sent to donors that fulfilled the criteria below:
- These donors are match eligible because they have identified that they work for a company with a matching gift program.
- The donor hasn't identified that they've submitted a matching gift request.
- The donation was made between January 1st and November 30th of the current year.
The end-of-year email continues to honor the email blacklist, sending limits, and company exclusions. If an email address is associated with multiple donations (e.g. recurring donors), only one end-of-year email may be sent to that address.
Email Template Variables
Our default email streams are set up so you can easily turn them on right away. However, you can use email template variables in the body of the emails if you’d like to be more specific within emails. Insert the variable within the body of the email in order for the description to occur.
You have the ability to customize each email stream for your organization. You can customize the following within each email stream:
- Enable/disable the email stream
- Change the sending time of each email
- Edit the Subject Line of the emails
- Customize the emails using email template variables if you'd like to be more specific within emails
- Preview each email and send test emails to yourself before enabling the emails
Make sure to save any changes you make by clicking "Save Automation Settings."
Training Video: Automated Outreach
End of Year Outreach Automation Stream
End-of-Year Email Stream In the Automated Outreach section within your 360MatchPro account, there is an option called "End-of-Year." This End-of-Year email stream is a great opportunity for your organization to remind donors at the end of year to ...
Sending Manual Emails
As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with matching gift forms ...
Understanding the Automated Email Streams
Email Streams There are three automated email streams within your 360MatchPro account portal. When a donation record enters into 360MatchPro, that donation record will flow into one of the three email streams. The three email streams are the ...
Configuring Manual Email Templates
Manual Outreach As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with ...
Getting Started: Settings Overview
Settings Overview Your Settings Overview within your 360MatchPro account will show you great insight on how your settings are configured. You'll be able to see the following information: Dedicated matching gift page URL From Email Address From Email ...