What to review before you start
Plan around your community's service and event calendar. Review recent responses and gifts before reminders, and agree how the team handles questions about pledges or statements. Confirm the available workflows during your Treply evaluation.
- Choose a campaign purpose and the relevant supporter group.
- Coordinate reminders with service and event schedules.
- Prepare follow-ups and reconcile giving records for reporting.
Common questions
Can volunteer messages and donation appeals share one plan?
They can be coordinated, but the audience and purpose may differ. Respect each supporter's recorded preferences and avoid assuming interest in one program means interest in every appeal.
How can we prepare for year-end outreach?
Review contact quality, giving records, campaign links, and team availability before the busiest period. Have finance review any statement or eligibility language.
Illustrative message
Start a useful supporter conversation.
Adapt this example to your organization, audience permissions, and campaign. Replace the placeholders and review the full message before sending.
Hi {{first_name}}, here is the project our year-end appeal supports: {{campaign_link}}. Thank you for being part of our community. {{organization}}