Customize Personal Fundraising Autoresponders

Autoresponders are automatic email messages sent by the system in response to specific actions. Each autoresponder has a Default Version, which you can edit and customize. The Version to Send column indicates whether the Customized Version or Default Version (from the Autoresponder Center) is scheduled to be sent.

Tip: You can revert an autoresponder to its default content using the Switch to Default Version action. Your saved changes will still be available if you switch back to the custom version.

To edit an autoresponder for a current event

Tip: To apply changes to the site default (not just the one for this event), refer to Managing Autoresponders.

  1. Go to Fundraising, Personal Fundraising, and click Edit for the campaign.

  2. On the left, click the Customize Autoresponders.

  3. To display the default content of an autoresponder, click Preview from its Actions column. A small preview window will open, showing the content in both HTML and Plain Text formats.

  4. To prevent an autoresponder from being sent, click Disable from its Actions column. Do Not Send this Autoresponder will appear in the Version to Send column.

  5. In the Email Envelope area, make any necessary changes to:

    • Sender’s Name

    • Sender’s Email Address

    • Subject Line

    • Message Stationery

  6. Click the Next button to display the Edit HTML Content page.

  7. In the HTML Content editor window, enter or delete text, insert images and links, create tables, apply styles, add colors, or other formatting.

    Tip: For assistance with the Content Editor, click the Help link or WYSIWYG Help Icon in the upper right corner.

  8. Click Next.

  9. Click Update Plain Text. The system will update the area to match the HTML content you entered.

  10. Review the text and make any adjustments, such as changing paragraph spacing and adding descriptive lead-in words for links.

  11. Tip: Select Preview from the Actions column to view your changes.

  12. Click Finish.

  1. When you are finished with the Autoresponders, click Next.