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 submit their matching gift request to their employer in bulk. It's a great last-minute reminder for donors in the month of December.
There are two different streams available for the End-of-Year automated outreach: Match-Eligible and Unknown Eligibility.
- The Match-Eligible email stream in the End-of-Year outreach can be sent to donors that fulfill 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 Unknown Eligibility email stream in the End-of-Year outreach can be sent to donors that fulfill the criteria below:
- The donor eligibility is unknown.
- They have made at least one donation of $100 or more.
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.
Sending emails in either End-of-Year email stream
To use the End-of-Year outreach, click on the toggle button to the upper left of any message to move that email from "Disabled" to "Enabled."
Choose the date you'd like the Match-Eligible and/or Unknown Company outreach to be sent in the month of December.
You can edit the wording within the email templates; click "Save Template" for your edits to take effect. You can also click the Preview buttons to see how the email will look to your donor and send a test email from within the preview.
Make sure to click "Save Automation Settings" below the emails for all changes to apply.
In the month of December, 360MatchPro will calculate the number of donations that are eligible for any End-of-Year email stream you've enabled.
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