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Re-engagement Email feature

  • Michael Dawnson
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56 minutes ago #180162 by Michael Dawnson
Re-engagement Email feature was created by Michael Dawnson
Hi team,
I saw that the new version includes a Re-engagement Email feature. Could you please clarify how this feature works from an admin/user perspective?

Specifically, I would like to know:
- What conditions trigger a re-engagement email?
- Can administrators configure when the email is sent, for example after a donor has been inactive for a certain number of days?
- Can the email content and subject be customized?
- Is it possible to enable or disable this feature per campaign?
- Does the system track whether the email was sent successfully?
- Will this feature work with both one-time donors and recurring donors?
- Are there any privacy or unsubscribe considerations we should be aware of?

This would help us understand how to use the feature properly after upgrading.

Thank you
Michael

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  • Mr. Dam
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54 minutes ago #180163 by Mr. Dam
Replied by Mr. Dam on topic Re-engagement Email feature
Hi Michael,
Thank you for your questions.
The Re-engagement Email feature is used to contact donors who have not made another successful donation after a configured inactivity period.
Administrators can configure the inactivity period, and the email is sent by the scheduled task/cron job rather than immediately after a donation. The email subject and content can be customized using the existing email template system.
The feature records when a re-engagement email has been sent so the same donor is not emailed repeatedly for the same inactivity cycle.
The feature is mainly intended for one-time or inactive donors. Active recurring donors should be excluded so they do not receive unnecessary re-engagement emails while their subscription is still running.
The feature should also respect unsubscribe status, donor communication preferences, and applicable privacy rules. We recommend including an unsubscribe or communication preference link when the message is promotional or marketing-related.

Best regards.
Dam

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