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Account Advanced Filter - Leave this as --All Accounts---

Option 1 & 2 - Select Option 1 to give you the ability to email based on the Billing groups or Individual Accounts or select Option 2 to open up the ability to select based on Roster Groups and Locations.

Pick Template - Select “Launch Email to All Families (Send First)”

Email Body - You can copy/paste any email or make edits to any of the templates you many have selected or simply begin typing. Use the formatting available in the format toolbar to help make your email standout.

Select Email Now! when you are ready to market your campaign to your accounts.

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Tips and Tricks PROMOTE! This first step to promoting is so critical to a successful launch of your fundraising event. Don’t underestimate the power of email and giving your mem-bers an easy step by step to getting started!

We have included all of the important information already. Just select your tem-plate and send. It’s so easy and we know you will think so too!

Promote! Your first step to success!

Promote! Your first step to success!

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Promote - Select promote to begin marketing your event! Get everyone involved. 1

Tips and Tricks If you don’t see the promote button don’t forget you have to set your event to current!

Watch this tutorial for even more information.

Reports - Lap Tracker - Promote

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Account Advanced Filter - Use this advanced filter to make your selection regarding Accounts and Donors or leave as ‘All Accounts’ to have all accounts viewable. This FILTER IS CRITICAL to touch base with your accounts to help motivate them to reach out to potential donors. Use the promote tool fre-quently to send out communications to accounts based on this filter set.• Accounts with Donors in Current Campaign - This selection will automatically show only those ac-

counts that currently have donations. • Accounts with No Donors in Current Campaign - This selection will automatically show only those

accounts that currently have NO donations but have sent donor emails from their promote tools.• Accounts that have NOT Sent Donor Email - This selection will automatically show only those ac-

counts that currently have NOT Sent a Donor Email.

Option 1 & 2 - Select Option 1 to give you the ability to email based on the Billing groups or Individual Accounts or select Option 2 to open up the ability to select based on Roster Groups and Locations. What a great way to reach out to roster groups that need a push to reach the roster group that might be edging them out in dollars raised. You can always use your Ctrl or Command button to do a multiple selection of groups or accounts.

Pick Template - By using the drop down arrow located to the right you have the option of choosing a predefined template. Match your dropdown template with your Advanced Filter Selection choice from #1. This will propagate corresponding information into the body of your email.

Email Body - You can copy/paste any email or make edits to any of the templates you many have selected or simply begin typing. Use the formatting available in the format toolbar to help make your email standout.

Email NOW - Select when you are ready to market your campaign to your accounts.

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Tips and Tricks PROMOTE, PROMOTE, PROMOTE! Don’t use the PROMOTE feature just one time..continually use the ad-vanced filters to send updat-ed emails to your accounts.

Get them excited, motivated and vested in this campaign.

Reaching your fundraising goals has never been easier but it won’t happen on its own. PROMOTING is the key to your success. Your diligence and our software will make this the most suc-cessful campaign your team has ever been involved in.

Promote! Promote! Promote! Keeping it successful!

Promote! Promote! Promote! Keeping it successful!

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