Volunteer Appeal Series

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Individuals who have previously volunteered are a valuable resource when you need help. Use this automation to ask individuals to volunteer at a future event.

Entry Event

Send Email

Automation Goal

Obtain volunteer commitment for a planned event

How it works:

  1. The first email is sent to highlight the planned event and ask the volunteers for help.  Include a call-to-action for signup.
  2. The volunteer waits in a pause step for 10 days (or whatever time frame you decide).
  3. Evaluate Event Volunteer Signup Date to determine if the volunteer signed up to help.  If yes, Stop.
  4. The second email is sent to remind the volunteer about the planned event and ask for help.  Consider highlighting the benefits of volunteering. 
  5. The volunteer waits in a pause step for 10 days (or whatever time frame you decide).
  6. Evaluate Event Volunteer Signup Date to determine if the volunteer signed up to help.  If yes, Stop.
  7. The third email is sent to remind the volunteer about the planned event and appeal for help. Consider including metrics that demonstrate the need for signups.
  8. The volunteer waits in a Stop step

Prerequisites:

  • 1 email design to start the automation
  • 2 Automated API email designs
  • A date-based custom field that identifies the Event Volunteer Signup Date
  • Determine how you plan to send the initial email.  Some options are:
    • Send a regular email using a segment that targets individuals that have previously volunteered
    • Use our API to send an automated email based on data from another system

Get Started:

  1. Use this template to build the automation in your account.
  2. Design an Automated API email for each Send Email step.
  3. Update the Pause step if you want to use a different time frame between each email that is sent.
  4. Link the email call-to-action to a Delivra form so you can collect information from the volunteer during signup.  Be sure to include Event Volunteer Signup Date as a hidden field so you know when the volunteer signed up.

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your volunteers.
  3. Collect your volunteers in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.

Ready to get started?

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