Connecting personalization to an existing draft Outreach

For school administrators using GiveCampus Outreach. Controls can differ between the classic email editor and the newer Composer editor.

Open the existing draft Outreach, confirm its recipients match the people in your personalization data, and edit its giving link. Through GC Links choose the giving form/campaign, then Personalization Link and the appropriate personalization tag/workflow offered for that form. The personalization configuration supplies the selected ask source, including Smart Asks where configured; merely uploading Smart Ask data does not replace a plain link already in the draft. Save the link and email, then send recipient-specific tests and verify the greeting, suggested/default amounts and destination. If the expected personalization choice is absent, check the workflow/form association and recipient data before sending. Existing legacy tags and newer workflows use different token types; use the picker-generated link rather than changing token parameter names by hand.