Send List of Past Donors to Ambassadors

Send List of Past Donors to Ambassadors

Overview

The CauseMatch Ambassador Compare feature now has the ability to send your ambassadors their past donor lists (from a previous campaign)!

I.e. If Ambassador A participated in last years’ campaign– and is now back for the current campaign– you can easily email them their donor list from last year with the click of a button!

How? See Below: 

Go to Ambassador Compare > Select both campaigns from the compare drop down lists > Select our new “Send donor list” button.




Email templates will only be available when the “Send donor list” button is clicked. SMS and WhatsApp options will be disabled/greyed out and the Send donor list email template will be loaded by default.

A general but important point to note:

  • Messages sent from the “Ambassador In Both” tab will be delivered to the ambassadors from the newer campaign.

  • Messages from the “Only in New” tab will also target the new ambassadors.

  • Messages from the “Only in Previous” tab will be sent to the ambassadors from the previous campaign.


Merge Tags

A set of new merge tags have been added/updated specifically for the “Ambassador In Both” tab. The following is the complete list of available tags and their behavior:

{{NEW_NAME}} – Name of the ambassador in the newer campaign

{{PREVIOUS_NAME}} – Name of the ambassador in the previous campaign

{{NEW_PERSONAL_GOAL}} – Goal amount in the newer campaign (in original currency)

{{PREVIOUS_PERSONAL_GOAL}}– Goal amount in the previous campaign (in original currency)

{{NEW_CAMPAIGN_NAME}} – Name of the newer campaign

{{PREVIOUS_CAMPAIGN_NAME}} – Name of the previous campaign

{{ORGANIZATION}} – Name of the organization managing the newer campaign

{{NEW_PERSONAL_LINK}} – Personal campaign page link for the newer campaign

{{PREVIOUS_DONORS_LIST}} – A formatted list of donors from the previous campaign (includes name, email, phone, amount, anonymity)


These merge tags are available only in the "Ambassador In Both" tab.

They are not visible or usable from:

  1. Other Ambassador Compare tabs

  2. Campaign Compare

  3. Other parts of the messaging platform


{{PREVIOUS_DONORS_LIST}} tag usage limitations

  1. All merge tags are fully supported, including {{PREVIOUS_DONORS_LIST}}
  2. The tag is not shown in the merge tag list and will be silently ignored if manually typed or pasted (renders blank)
  3. The {{PREVIOUS_DONORS_LIST}} tag is not supported in the subject line of the message.



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