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Online Bidding: Using Letters & Emails

The Letters & Emails function with Greater Giving is another way to send Supporters their personalized link or your Public Auction link. 

How to create a new email for your project:

  1. From the Project Home, click View/Edit Supporters under the Supporters header.
  2. Click Letters & Emails.
  3. Click the Add button.
  4. Type a Letter Name. You can also add notes about why you created this letter/email.
  5. In the Letter Template area, use the Text Editor to compose your letter or email using the familiar word processing-style buttons to change the appearance of your text.
    • To include the Supporter's personalized link, click the "Insert Merge Field" icon and select Online Bidding Personal Invitation Link.
    • To include your Public Auction link, click the "Insert Merge Field" icon and select Online Bidding General Invitation Link. 
  6. At the bottom of the page, click Refresh Preview to see how your letter looks with sample merge data included. You can choose to preview as Email (HTML), Adobe Acrobat (PDF), or Microsoft Word (DOC). See: Creating your letter or email.
  7. When you have finished composing your letter or email, click Save to save and exit or click Save & Add New to save and continue creating letters or emails.

How to send an email from your project:

  1. From the Project Home, click View/Edit Supporters under the Supporters header.
  2. Use the Advanced Search options to filter for the Supporters you would like to reach out to. 
  3. Click Letters & Emails.
  4. Select the letter to send and click the Email button associated with the letter.
  5. In the Options popup, type a Default Salutation,From NameReply-to Email Address and Subject. You can save these as your default settings.
    • From Name is usually your organization or project name. It can be your personal name and should be something recipients are likely to recognize.
    • Reply-to Email Address is the email address where replies will be sent. Be sure that this is a valid email address.
    • Subject is the text that appears in the subject line.
  6. Click Email.
  7. Preview your email and then click the Email button.

E-mail Templates:

Greater Giving has created 4 templates for you to use for your Online Bidding auction.

To use an existing template:

  1. From the Project Home, click View/Edit Supporters under the Supporters header.
  2. Click Letters & Emails.
  3. Click the Add button.
  4. Choose a template from the Template drop-down list and then click Use Template.
    • Online Bidding: Purchase Tickets and Self-Register -Used to direct Supporters to purchase their tickets and to self-register for Online Bidding.
    • Online Bidding: Bidding Is Open- Used to notify Supporters the bidding is open and to send the Online Bidding registration link.
    • Online Bidding: Bidding Closing Soon- Used to notify bidders in an online auction that the bidding is closing soon.
    • Online Bidding: Thank you for bidding- Used to notify bidders in an online auction that the bidding has closed. 
  1. Make any necessary changes.
  2. Click Save.

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