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Email templates › Automation workflows › Year-end giving appeal

Nonprofits & communities

Year-end giving appeal email automation

A short appeal series for the giving season, stopping once someone donates. Raise more in the busiest giving season of the year.

Use this workflow free

How it works

Starts when the tag “year-end-appeal” is added. 3 emails over 10 days.

  1. Day 0: send “Your gift can change a life this year”
    Design: Donation appeal template
  2. Wait 5 days
  3. Only continue if the contact doesn’t have the tag “donor” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  4. Day 5: send “See what your support makes possible”
    Design: Company update template
  5. Wait 5 days
  6. Only continue if the contact doesn’t have the tag “donor” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  7. Day 10: send “Last chance to give this year”
    Design: Donation appeal template

Frequently asked questions

What is a year-end giving appeal automation?

A short appeal series for the giving season, stopping once someone donates. Raise more in the busiest giving season of the year.

How does the year-end giving appeal sequence start?

Starts when the tag “year-end-appeal” is added. Each contact then moves through the steps on their own schedule.

How many emails are in the year-end giving appeal sequence?

It contains 3 emails over 10 days. You can add, remove or reorder steps, change the waiting times and edit every email.

How do I set up this year-end giving appeal automation?

Create a free ENB Technologies account, go to Automations › New automation and choose “Year-end giving appeal”. It is created with every email designed in your brand. Review it, then click Activate.

Also searched as: year end fundraising email, giving tuesday email sequence, donation appeal automation, end of year appeal

At a glance

  • Goal: Raise more in the busiest giving season of the year.
  • Trigger: Tag added
  • Length: 3 emails over 10 days
  • Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free