How can we help?

Staying in touch with your users is a good tool with which to inspire people to raise even more for your organization. There are multiple paths you can take to send emails from your campaign (not including Fundraiser emails or Auto Responders), listed below.

Send from the Email Tab

To send an email from the email tab, follow these steps: 

  1. Log into the Admin at admin.rallybound.com
  2. Navigate to the campaign from which to send this email
  3. Click the "Email" tab
  4. Click "Compose" in the left sidebar
  5. Choose recipients — either by group or individually. Groups include:
    1.  All Donors
    2. All Registrants
    3. All Attendees
    4. All Non-Attendee Registrants (a.k.a. Virtual Registrants, a.k.a. Fundraisers)
    5. All Team Captains
    6. All Non-Captain Team Members
    7. All Solo Fundraisers (Fundraisers who are not on a team)
  6. Schedule the email to go out immediately or specify a time in the future for the email to be sent
  7. Choose a template and/or compose the email. Use placeholders to really personalize your message.
  8. You may choose to exclude the email header and/or footer (click here to learn more about the email header and footer)
  9. If you'd like to test your email before it is sent out, click "Test Email" at the top of the window. A test email will be sent to the administrator's email address.
  10. To save the email as a template, click "Save as Template" at the top of the window
  11. When the email is ready to go, click "Send" at the bottom

Send from Reports

To send an email from reports, follow these steps:

  1. Log into the Admin at admin.rallybound.com
  2. Navigate to the campaign from which to send this email
  3. Click the "Reports" in the tab
  4. Select either the Fundraisers and Teams or Registrants with Reg Fields, Donation, and Contacts Summary report
  5. Select your date range and click "Run Report"
  6. Filter the report as desired (click here to learn more about filtering reports)
  7. Click "Send Email" at the top of the report. This will redirect you to the compose tab with your report results pre-selected as recipients of your email.

Integrations

Rallybound also integrates with Constant Contact and Mailchimp for more advanced email campaigns.