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How To Set Up Welcome Email For Personal Fundraisers (Legacy)
How To Set Up Welcome Email For Personal Fundraisers (Legacy)
Rob Wu avatar
Written by Rob Wu
Updated over a week ago

The Welcome Email is a feature that sends an automated email to the fundraiser when he/she registers for a personal fundraising page on your CauseVox campaign site.

This email welcomes the fundraiser to their account and provides tips on using CauseVox. We allow you to customize this email and can be used for anything, including:

  • Establishing a point of contact if the fundraiser has questions

  • Linking fundraising toolkits and guides

  • Detailing event or campaign information

Here's an example of a welcome email:

Hi {{first_name}},

Thank you so much for joining our fundraising community for {{title}}!

Your participation in {{title}} will help girls in India have access to education— helping pave a way for women like Kalita, who through our services went on to become the first woman police officer in her village.

To help you fundraise, we’ve put together a fundraising toolkit full of resources to help you reach your fundraising goal.

Our {{title}} campaign will be having a closing event on October 25th at 6pm at 111 Orchard Drive, Madison, WI. We’d love to see you there!

If you have any questions about fundraising for the campaign, please reach out to me at [email protected].

Welcome to our community of advocates!



To set up the welcome email, follow the steps below:

Step 1: Under Campaigns, select the Settings (gear icon) of the campaign you wish to edit.

Step 2: Under Sites & Forms, select your site.

Step 3: Under Personal Pages, select Welcome E-mail from the left navigation. Toggle to Enable Welcome E-mail, then enter your welcome email message in the text editor and Save.

You're able to use merge tags to customize your welcome email by automatically inserting information from our database:

  • To insert your campaign title, use {{title}}

  • To insert your fundraiser's first name, use {{first_name}}

  • To insert your fundraiser's last name, use {{last_name}}

  • To insert your fundraiser's display name (their name as it appears on their fundraising page), use {{display_name}}

Step 4 (Optional): send a test email to your admin account.

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