Send personalized emails to participants from the Participant Hub in just a few clicks. Participants are automatically grouped by status based on their activity, making it easy to send the right message at the right time. Participants may have one of three statuses, each with their own criteria:
- New: Joined in the last 14 days and haven’t made a purchase yet.
- Stalled: Joined 14+ days ago and haven’t made a purchase yet.
- Lapsed: Were active, but haven’t made a purchase in 60+ days.
At the top of the Participant Hub, there are three cards that show how many participants are in each status group. Each card includes a button you can select to compose a personalized email using a pre-built email template for that audience. (Note: If no participants qualify for a particular status, the card will show "No Participants," and the button will not display on the card.)
How to send an email to a participant status group
Follow the instructions below to email a group of participants based on their status group: New, Stalled, or Lapsed.
- Choose the participant status group you'd like to email, then click the corresponding button:
- On the New status card, click the Welcome button.
- On the Stalled status card, click Send check-in button.
- On the Lapsed status card, click Send nudge button.
- The email composer will open from the right side of the screen.
- Review the Recipient list and uncheck any participants you don't want to email.
- Send via RaiseRight is selected by default If you prefer to send the email outside of RaiseRight, click I'll Send on My Own. You can then:
- Copy the email message
- Copy the recipient email addresses
- Export the recipient list as a CSV file
- In the Your message section, an email template will pre-populate with messaging based on their status. Customize the subject line or email message in the text box, or leave it as is.
- Preview how the email will look to your recipients and click Send.
Send an email to individual participants
Send a one-off email to a participant based on their status. If a participant belongs to a status group (New, Stalled, or Lapsed), a button will display in their row in the Participant table found in the center of the hub.
Click the button to open the email composer and follow the steps below:
- Send via RaiseRight is selected by default. If you prefer to send the email outside of RaiseRight, click I'll Send on My Own. You can then:
- Copy the email message
- Copy the recipient email addresses
- Export the recipient list as a CSV file
- In the Your message section, an email template will pre-populate with messaging based on their status. Customize the subject line or email message in the text box, or leave it as is.
- Preview how the email will look to your recipient and click Send.