Recipients in GC Outreach
Recipients are the email addresses that will receive the email outreach from the GC Outreach product.
Recipients can be added to an outreach via a few workflows including uploading a list of email addresses via csv, selecting from a segment across the GC platform, or selecting a segment when creating outreach in the general outreach workflow.
Uploading Recipients
Utilize the "Add Recipients" button on the recipients tab of your outreach to upload a CSV of all recipients you want to send your outreach to. Format your csv with the following columns: "external_id", "first_name", "last_name", and "email_address". The only required column to upload is the email_address column but all need to be present in the csv. Here is a template to get you started.
After uploading a csv, it will process each row. While it processes, you will be taken back to the editing page to adjust your content if you wish while you wait.
Processing your csv file will involve the following:
- removing any known "bad" email addresses from the csv
- filtering out any email addresses that have chosen to unsubscribe
- and filter out any people (any of their email addresses) that have a mapped solicit code to GC Outreach in school level settings through the Data Importer
You can utilize more than one csv upload and any duplicate email addresses will be removed.
Segments across the GiveCampus Platform
If you choose not to upload a csv of recipients from scratch, you can utilize the GiveCampus segments from across the platform to pre-fill the recipient list.
The following segments are available and can be found in the following spots:
- Event Registrants - send outreach from the "Registrants" tab on a specific event to pre-fill the recipient list with all email addresses that submitted the registration and that have an RSVP status of "attending" to that specific event
- Event Guests - send outreach from the "Guests" tab or the "Event Attendance" tab on a specific event to pre-fill the recipient list with all of those that are registered guests that have an RSVP status of "attending" for that specific event. These are people that you should expect to attend the event. Not all guests are required to have an email address so all guests that did not have an email address will be filtered out
- Event Attendees - send outreach from the "Guests" tab or the "Event Attendance" tab on a specific event to pre-fill the recipient list with all guests with email addresses that have the "Checked-In" status
- Event Non-Attendees - send outreach from the "Guests" tab or the "Event Attendance" tab on a specific event to pre-fill the recipient list with all guests with email addresses that have the "Not Checked-In" status
- Campaign / Giving Form Donors - send outreach from the "Manage Gifts" -> Donors tab from a specific campaign or giving form to pre-fill recipients with successful donors (authorized or paid status) for that campaign or giving form
- Campaign / Giving Form Recurring Subscriptions- send outreach from the "Manage Gifts" -> Recurring Subscriptions tab from a specific campaign or giving form to pre-fill recipients with all the email addresses for donors that successfully started a recurring subscription on that campaign or giving form.
- Campaign / Giving Form Should-Be Donors - send outreach from the "Manage Gifts" -> Should-Be Donors tab from a specific campaign or giving form to pre-fill recipients with those that should have been donors but did not have a successful payment in some way an hour after trying to make it.
Navigating to outreach through the "send outreach" button on any of these pages will pre-fill recipients for you and you can filter and adjust the list from there manually
Any recipients that previously unsubscribed, have mapped solicit codes, or invalid email addresses will be filtered out automatically in the same way that they do for uploaded csv recipients.
Filtering Your Recipient List
Once you have any recipients in the list either via upload or from a GiveCampus segment, you can filter the list down further using the filter sidebar.
All filters work off of data on the person record in GiveCampus that is matched to recipients via external id first and then email address if that is not provided. This is used to match with data uploaded in the Data Importer and any data from GC Events, Social Fundraising, or Giving Forms linked to that person / email address. If there is data missing for a filter you have selected, those recipients will be filtered out as well.
To understand all of our filter options check out this article on each filter and the detail of the data it uses
Custom Merge Tokens
If you would like to utilize merge tokens that are not available in the standard dropdown of options in the email editor, you may choose to upload custom merge tokens alongside your recipient list upload that can be used in that specific outreach.
Each custom merge token should be added as it's own individual column to the recipient upload and be formatted with the wording "custom_" in front of the name of the merge token. You cannot re-use the same column more than once. If this is done, the email will choose the first one to utilize. These custom merge tokens once uploaded will now be available in the editor dropdown to be added to the outreach email body.