Matching Gift Emails
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      End of Year Outreach Automation Stream

      This article provides an overview of the End-of-Year automated email stream, designed to remind donors to submit their matching gift requests before the year ends.

      End-of-Year Email Stream

      Match-Eligible

      Identification in Progress

      Sending Parameters

      Sending emails in either End-of-Year email stream

      Training Video: End-of-Year Email Stream

      Overview of the End-of-Year Email Stream

      The End-of-Year email stream in the Automated Outreach section allows you to remind donors in December to submit their matching gift requests before the end of the year. This is a great last-minute reminder for your donors.

      Available Email Streams:

      1. Match-Eligible Stream

      2. Identification in Progress Stream

      These email streams can be customized and scheduled to be sent in December.

      Match-Eligible Email Stream

      This email stream is sent to donors who meet the following criteria:

      1. Match-Eligible Donors: These donors have indicated they work for a company that offers a matching gift program (donors in the "Waiting for Donor" status).

      2. Unsubmitted Matching Gift Request: Donors who have not yet submitted their matching gift request.

      3. Donation Timeline: The donation must have been made between January 1st and November 30th of the current year.

      Identification in Progress Email Stream

      This email stream targets donors with the following criteria:

      1. Eligibility in Progress: Donors whose eligibility for matching gifts is still in progress.

      2. Donation Amount: Donors who have made at least one donation of $100 or more.

      Sending Parameters

      The End-of-Year email stream honors the following conditions:

      • Email Blocklist: Donors on the blocklist will not receive emails. For more on managing the blocklist, refer to this article.

      • Email-Sending Limits: The stream respects any email-sending limits set in the matching module. For more details, check this article on sending limits.

      • Company Exclusions: If certain companies are excluded from your organization, donors working for those companies will not receive the emails. For more on company exclusions, view this article.

      Sending Limits:

      • If a donor is associated with multiple donations (e.g., recurring donations), only one end-of-year email will be sent to that donor.

      Scheduling Your End-of-Year Emails

      To schedule the Match-Eligible and Identification in Progress email streams:

      1. Enable the Email Streams: Click the toggle button for each stream to move it from "Disabled" to "Enabled."



      2. Choose a Send Date: Select the date in December when you'd like the emails to be sent.

        • Note: Any dates before the current day are disabled.

      3. Edit and Save Email Templates: Customize the wording of the email templates. Click Save Email Template for your changes to take effect.

      4. In the month of December, your account calculates the number of donations that are eligible for any End-of-Year email stream you've enabled. 

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      Email Send Time

      Emails will be sent between 7:00 AM and 10:00 AM EST on the date you specify.

      Training Video: End-of-Year Email Stream