ONLINE PARTICIPANT FUNDRAISING GUIDE
How to Send
Fundraising Emails
1. Log in to your page and go to
Send Emails in your page menu.
2. Click on Add & Manage
Contacts and then on Add
Contacts.
3. You can add contacts
manually, one by one.
You can upload your contacts
from a csv Excel file. Your csv
file should include the following
columns: First Name, Last
name, Email, Language.
You can also import your
contacts from any of these
address books.
4. Once you have added your
contacts, click on Back to
mailing list.
When you are ready to send
an email, click on the Send
Emails button.
5.Click on Choose Recipients
to open this pop-up, and select
the contact list you want to
email.
To email your new contacts,
select your Imported Contacts
list.
6. Select the contacts you
want to email by checking the
box next
to their name and
click on the Add Recipients
button at the bottom.
ONLINE PARTICIPANT FUNDRAISING GUIDE
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ONLINE PARTICIPANT FUNDRAISING GUIDE
7. Make sure your preferred
“From” email address is set.
Under Select email template,
select one of our prepared
email templates to use, or
select Use blank template and
create your own email from
scratch.
To send fundraising emails you
can use the Get Donors
template.
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8. You can use the template as-
is, or customize and save your
own version.
TIP: If you customize the
email to your donors, make
sure you leave the dynamic
field link to your page in the
email body - the {fundraiser-
link}.
Your donors will click on your
page link to donate to your
page!
If you customize your email,
scroll down and check the box
next to Save this message as a
template for future use. You
can use it again in the future.
Always send yourself a preview
test before sending your email!
9. You will see both an English
and French version.
Note: Your English-language
contacts will receive the
English version. Any French
language contacts will
receive the email in French.
If you send yourself a preview
test first (which we
recommend!), you will receive
the test in both languages.
10. When you are ready to
send, scroll to the bottom and
check the box you see checked
in the image to the left. Make
sure your email is only
intended for the purpose of
fundraising.
Click Send Email to send it!
ONLINE PARTICIPANT FUNDRAISING GUIDE
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11. Once you send your email,
a status report will appear.
You can also export a
downloadable report that will
come to your email.
ONLINE PARTICIPANT FUNDRAISING GUIDE
12.Under My templates you can
see any customized email
versions you have saved, and
create new templates.
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Wishing you lots of fundraising success!
Questions? Contact us any time at help@terryfox.org
TIP: Don't forget to share your
page on social media! Your
page has icons for sharing on
Facebook, Twitter and
Linkedin.
You can also copy your page
link, and add the event to your
calendar.
Use your Page Strength to
guide your fundraising efforts.
Complete all the steps!
