Send Reminders
Have you sent out reminders to all the friends you solicited but who haven't given yet?
Select the Follow Ups icon in the header of the Participant Center.
Consult the Potential Donors List on the Follow ups screen.
To select all listed potential donors as recipients of your reminder message, select the check box at the top left-hand corner of this section. (in the navy blue area) This will cause the check boxes for all listed potential donors to be selected, as shown below. This means that all the listed potential donors will receive the e-mail message that you will be sending shortly.
To choose only some potential donors as recipients of your reminder message, select only the check boxes for the names you wish to send the reminder to.
Note that clicking on the e-mail address of individual potential donors will also access the E-mail interface (Compose Message Type and Template screen). But you will have to select the type of message you wish to send. Also, you will only be able to send the message to the single e-mail address you selected.
Press the Send Follow-Up button.
The Choose Message Type and Template screen will default to the Reminder for friends and family selection.
You must press the Go button to access the Compose E-mail Message screen where you will see a ready-to-use message.
The advantages of using this template? The From fields of Your Name and Your E-mail Address, and Subject line will be pre-filled. The Send To recipient e-mail addresses will automatically display the addresses you selected on the Follow Ups screen.
Depending on how the organization has set it up, you may even be able to modify of edit some of the existing text in the sample message you see in the Body Box!
Press the Send button.
You will be notified that your message(s) have been queued for delivery.
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