Select Current Participants to Receive the Coaching Email

About current participants as a target

When you select current participants as your target audience, you can send the email to all or only certain Participation Types.

You can also apply filters to direct this email to participants who:

• Registered or did not register for the last event; who registered themselves online or were registered by your staff, or registered during a specific time period

• Received between a certain number of donations or gave a donation in support of their own fundraising efforts

• Sent a certain amount of emails from their Participant Center and exclude those who have sent a maximum amount

• Have a certain number of unconfirmed gifts in their gifts list

• Participate on their team or if their team is associated with a company

To select the participants currently registered as the audience of your coaching email

Tip: To get to the Select Audience page, go to Fundraising > TeamRaiser, Manage, click the Coaching Email tab, and from the Actions column of the message, click Begin Delivery.

1. On the Select Audience page, click Current Event Participants and click Next.

2. On the Select Participation Types page, select each participation type to include from the All Selections pane and then click Add to move it to the Your Selections pane.

3. Click Next.

4. On the Registration filters page:

   1. For Previous Event Participation Filter, leave the default option selected or click the appropriate option.

   2. For Online/Offline Registration Filter:

      • Leave the default to email all participants selected.

      • Or, click the online option to email only those participants who registered themselves by completing an online registration form.

      • Or, click the offline option to email only those participants who submitted their registration form to your office offline and their registration was entered by someone from your organization of behalf of the participant.

   3. For Date Range, to send this Coaching Email to only those participants who registered during a specific range of dates, click the checkbox and set the start and end dates.

5. Click Next.

6. On the Team Filters page, select the:

   1. For Team Membership Filter, click all of the appropriate checkboxes that apply for your target audience.

   2. For Company Affiliation Filter, to send this Coaching Email to:

      • Every participant, leave Send to all participants whether company affiliated or not selected.

      • Or, only those participants who are affiliated with a company team, click Send to all participants affiliated with any company.

      • Or, only those participants who are affiliated with a specific company, click Send to all participants affiliated with a specific company and enter the name of the company in the field provided.

   3. Enter the Name of the Specific Company.

7. Click Next.