Setting Up Incomplete Gift Nudges
For each Campaign/Giving Form you create on GiveCampus, you will have the opportunity to create an incomplete gift reminder (nudge) that is unique to that campaign. If enabled, donors who advance to the payment form, but do not complete their gift, will receive a follow-up reminder email within 30-60 minutes. Incomplete gift nudges will only be sent if you enable them.
To create and activate the gift reminder, go to the Email templates page in your campaign/giving form's settings and scroll down to Incomplete Gift Nudges
1. Check the box 'Send Automated Nudge Emails.'
2. Add a dollar amount to prevent automated nudge emails for donors above a specific threshold. For example, Adair University wants to ensure donors giving $5,000+ don't receive the reminder. This field can be left blank if it's not applicable to your initiative.
3. Save those changes!
4. If you choose not to customize your reminder, a default GiveCampus reminder will be sent (see default message below). If you'd like to customize the notification for your donors, proceed to step 5.
GiveCampus Default Email:
5. To customize the Email Template, scroll to the top of the page > select 'Email Templates' in the top left corner > select 'Incomplete Gift Nudge.'
6. Customize the 'From Name' and 'Reply to Email Address,' define the subject of the email, and create the content of the body of the email with the default built-in merge fields. Make sure to include the merge field $INCOMPLETE_GIFT_LINK$. This merge token ensures your donor is put on the giving page that includes their prepayment information.
7. Save Email Template!
8. Once you save your template, you will be able to send yourself a Test email, Edit/Update, and Activate. Please note that it's not activated until you send a test email and select 'Activate.'
FAQs
Q: Can I customize my template?
A: Yes! See steps 5-8 to customize your Incomplete Gift Nudge.
Q: When is the nudge email sent in relation to the person not completing the form?
A: The email will be sent 30-60 minutes after a form has been left incomplete.
Q: How many times is the email sent?
A: Only once.
Q: Is there a way to track who/how many receive this nudge?
A: Reporting for the Incomplete Gift Nudge isn’t available in reports yet; however, donors that don't complete their gift after receiving the nudge will appear in the Should Be Donors report on your Manage Gifts page.