This article will show you how to create and update your Peer-to-Peer Template Messages. Including example messages.
Peer-to-Peer templates set up all of the default notifications and text for your fundraiser. This article will go through each template and explain where it is used in the system.
To edit the templates, you need to click on the "Settings" gear wheel next to your peer to peer name to pull up the settings.
Once in the settings window, go to the TEMPLATES tab to edit the templates. Each template is accessed by selecting it in the "Template Name" dropdown menu
Default Thank You
The default thank you is the body text for an email sent to a donor immediately after their donation. This is separate from their receipt, but it is a good way to quickly thank a donor for their support and also inform them that a separate email will come that contains their official receipt.
Here is an example of what a default thank you may include:
Dear [[donationFirstName]], Thank you so much for your donation to [[donationFundraiserName]]'s page in our [[eventName]] fundraiser.
Your contribution will help us achieve our mission of [enter your mission here].
You will be getting a separate email that will have your official receipt for this donation, please look out for that! If you have any questions or issues, feel free to contact [[eventPrimaryContactName]] at [[eventPrimaryContactEmail]]. Thank you again for supporting [[organizationName]].
This is the message that will go to fundraisers notifying them about a donation to their page.
Here is an example of what a donation notification may include:
Hey [[donationFundraiserName]], [[donationFullName]] just donated [[donationAmount]] to your page!
This now puts you at [[donationGoal]]% of your goal. Well done!
Donation Amount: [[donationAmount]]
Donor Name: [[donationFullName]]
Donation Date: [[donationDate]]
Large Donation Message
This is the notification that will go to the fundraising manager notifying them of a large donation.
Here is an example of what a large donation message may include:
Whoa there! [[donationFullName]] just made a big donation to [[donationFundraiserName]]'s page! This now puts [[donationFundraiserName]] at [[donationGoal]]% of goal. Donation Details... Donation Amount: [[donationAmount]] Donation Date: [[donationDate]]
This is one that you may want to edit each week to provide updates. In the settings, you will select the day of the week and the hour when this goes out (it will use your Event's timezone to determine the exact time).
Each week, you may want to provide more updates on what is currently happening with the fundraiser as well as provide each fundraiser with an update on their progress.
Here is an example of what a weekly notification email may include:
Another week under the books! We want to personally thank you [[donationFundraiserName]] for raising money for us! Your page is currently at % and is in position [[donationPosition]] in the leaderboard. If you have any questions about the fundraiser, please do not hesitate to contact [[eventPrimaryContactName]] at [[eventPrimaryContactEmail]] or [[eventPrimaryContactPhone]]. Keep up the good work!
This template is now part of our invite system. Feel free to skip this template and learn more about the Handbid Invite System here: How to edit and send an Email Invite.
Default Story Template
This is the default story that will populate for each newly created fundraising page. While fundraisers can modify this, it is a good idea to create a template that has information you want to make sure they share about the fundraiser, your organization, and its mission!
Here is an example of what a default story may include:
Thank you for visiting my fundraising page!
I am raising money to support [[organizationName]] in their efforts to [mission here].
This mission is near and dear to my heart and I truly appreciate your support.
[[organizationName]] is a registered charity (TaxID: [[organizationTaxId]]), so your contribution may be deductible as well!
Thank you again for your contribution!
Default Share Template
This template can no longer be used on many social networks, so you can safely skip this one.
Receipt / Invoice Message
This template will store the message that will be attached to every invoice/receipt generated in the fundraiser. The message will appear just below the purchase and payment summary.
Here is an example of what a Receipt / Invoice message may include:
Thank you again for your support for the [[eventName]] fundraiser. Your contributions will go a long way to helping us achieve our mission.
This document shall serve as your official receipt for your contributions and purchases. All proceeds go to benefit [[organizationName]] (TaxID: [[organizationTaxId]]). Your contributions may be tax deductible depending on your situation. Please consult with a tax advisor.
If you have any questions regarding the event or your transaction, please contact [[eventPrimaryContactName]] at [[eventPrimaryContactEmail]]!
New Page Created
This is a confirmation email to the fundraiser that their page was created. If you are not auto-approving pages, then you will want to inform the user that the page is awaiting a manager's approval.
Here is an example of what a "New Page Created" email may include:
Thank you for creating your fundraising page to support [[eventName]]!
Your page is pending approval from the event manager. Once approved, you will be notified and you can then start soliciting donations! In the meantime, please feel free to update the story your page.
You can access your page here: [[donationFundraisingPageUrl]]
If you have any questions, please contact [[eventPrimaryContactName]] at [[eventPrimaryContactEmail]].
The fundraiser will end on [[eventEnd]].
New Page Pending
This is the message that will be sent to event owners notifying them that a page has been created and is awaiting their approval.
Here is an example of what a "New Page Pending" email may include:
[[donationFundraiserName]] just created a new page for [[eventName]] that is awaiting your approval.
Here are the page details:
Page Name: [[donationFundraisingPage]]
Fundraiser Name: [[donationFundraiserName]]
Fundraiser Email: [[donationFundraiserEmail]]
This is the message that will be sent to page owners notifying them that their page has been approved!
Here is an example of what a "New Page Approved" email may include:
Great news! Your page has been approved by the [[eventName]] manager. So, you are all set.
Our recommendation is that you visit your page here: [[donationFundraisingPageUrl]] and click on the share icons just above your thermometer to share the page with your social networks!
If you have any questions, please reach out to [[eventPrimaryContactName]] at [[eventPrimaryContactEmail]].
We plan to close the fundraiser on [[eventEnd]].
Good luck and THANK YOU again for your support.
Default Thank You Note
How is this different than the Default Thank You? Good question! This is the template that will populate the thank you notes sent by your fundraisers. You may not wish to populate this template if the intention is to have your fundraisers craft a more personalized note. However, if you want to provide them with a starting point, you can enter that here.
Here is an example of what a default thank you note may include:
I wanted to personally thank you for your donation to my page. You have helped me achieve my fundraising goal and also contribute to a very special organization. I could not have done it without your support!