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 blocklist, 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.
Please Note: All days before the current date are disabled. For example, if the current date is December 12th, options 1 through 12 will be disabled.
You can edit the wording within the email templates; click "Save Email 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.
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.
The emails will be sent between 7:00 AM and 10:00 AM EST on the day you specify.
Training Video: End of Year Email Stream
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