Email Lifecycle Strategy

Subject Line

"Your boost to {{ contact.schoolteam|default("your team") }} went through"

Trigger

Immediately after a one-time boost is processed

Timing

Real-time

Goal

Confirm the gift, provide a receipt, and plant the seed to go monthly.

Technical Trigger

Subject Line

"One boost is great. Monthly changes the season for {{ contact.schoolteam|default("your team") }}."

Trigger

3 days after a one-time boost

Timing

3 days post-boost

Goal

Convert one-time boosters into recurring monthly supporters.

Technical Trigger

Subject Line

"{{ contact.schoolteam|default("your team") }} needs you all season, not just today"

Trigger

10 days after a one-time boost (still not monthly)

Timing

10 days post-boost

Goal

Make the case that a single boost fades - monthly sustains the whole season.

Technical Trigger

Subject Line

"Last chance to turn your boost into monthly"

Trigger

21 days after a one-time boost (still not monthly)

Timing

21 days post-boost

Goal

Final conversion push with urgency and a simple one-tap upgrade link.

Technical Trigger

Subject Line

"You're in. Here's what happens next for {{ contact.schoolteam|default("your team") }}"

Trigger

Immediately after first monthly gift is set up

Timing

Real-time

Goal

Welcome recurring donors, explain what they unlocked, set expectations.

Technical Trigger

Subject Line

"Your monthly boost to {{ contact.schoolteam|default("your team") }} processed"

Trigger

Each successful monthly charge

Timing

Monthly

Goal

Provide a recurring receipt and keep the donor informed of ongoing support.

Technical Trigger

Subject Line

"Season update from {{ contact.schoolteam|default("your team") }}"

Trigger

Monthly during the active season

Timing

Monthly (in-season)

Goal

Keep donors connected with team news, photos, and progress toward the goal.

Technical Trigger

Subject Line

"It's game day - {{ contact.schoolteam|default("your team") }} needs you"

Trigger

Morning of a scheduled game/match

Timing

Game days

Goal

Drive engagement on game days and remind donors who they are supporting.

Technical Trigger

Subject Line

"We hit the goal - thank you for boosting {{ contact.schoolteam|default("your team") }}"

Trigger

When the team hits its funding goal

Timing

Event-based

Goal

Celebrate the win with donors and thank them for making it happen.

Technical Trigger

Subject Line

"Your year of impact for {{ contact.schoolteam|default("your team") }}"

Trigger

End of calendar year / season

Timing

Annual

Goal

Show cumulative impact and motivate a year-end or next-season gift.

Technical Trigger

Subject Line

"Still cheering for {{ contact.schoolteam|default("your team") }}?"

Trigger

No donation or page visit in 60 days

Timing

60 days inactive

Goal

Re-engage lapsed donors with team updates and a soft ask.

Technical Trigger

Subject Line

"Share {{ contact.schoolteam|default("your team") }}'s page with 5 people"

Trigger

1 week after a boost if the page was not shared

Timing

7 days post-boost

Goal

Encourage donors to spread the word and bring in more supporters.

Technical Trigger

Subject Line

"Ready to do more for {{ contact.schoolteam|default("your team") }}?"

Trigger

3 months into a recurring donation

Timing

3 months recurring

Goal

Ask engaged monthly donors to increase their monthly gift.

Technical Trigger

Subject Line

"Happy birthday from booster"

Trigger

On the donor birthday

Timing

Annual

Goal

Build a personal connection with a birthday note and a soft team-page link.

Technical Trigger

Subject Line

"Know another team that needs a fundraiser?"

Trigger

2 weeks after a boost

Timing

14 days post-boost

Goal

Turn happy donors into advocates by asking them to refer other teams or fans.

Technical Trigger

Subject Line

"Your monthly boost needs a quick update"

Trigger

When a monthly charge fails

Timing

Event-based

Goal

Notify the donor, explain the issue, and provide a link to update their card.

Technical Trigger

Subject Line

"Your card ends soon - keep your boost going"

Trigger

30 days before a stored card expires

Timing

Pre-expiry

Goal

Prevent churn by prompting donors to update expiring cards before they lapse.

Technical Trigger

Subject Line

"Your {{ year }} tax receipt from booster"

Trigger

End of calendar year

Timing

Annual

Goal

Deliver a consolidated tax-deductible receipt for the full year of giving.

Technical Trigger

Subject Line

"New boost on {{ contact.schoolteam|default("your team") }} - {{ amount }}"

Trigger

Real-time when a donation lands

Timing

Real-time

Goal

Keep coaches/ADs informed of every donation as it happens.

Technical Trigger

Subject Line

"Your weekly fundraising digest - {{ contact.schoolteam|default("your team") }}"

Trigger

Every Monday morning

Timing

Weekly

Goal

Summarize the week: total raised, number of donors, and momentum vs goal.

Technical Trigger

Subject Line

"Connect Stripe to start accepting donations"

Trigger

Page created but Stripe not connected

Timing

1, 3, 7 days after signup

Goal

Push page owners to connect Stripe so their page can accept donations.

Technical Trigger

Subject Line

"Finish your team page to raise more"

Trigger

Page missing photo, story, or goal

Timing

3 days after signup

Goal

Prompt owners to finish their page so it converts visitors into donors.

Technical Trigger

Subject Line

"Funds are on the way to your account"

Trigger

When a Stripe payout processes

Timing

Event-based

Goal

Confirm funds are on the way and build trust in the platform.

Technical Trigger

Subject Line

"Your payout needs attention"

Trigger

When a Stripe payout fails

Timing

Event-based

Goal

Alert owners to resolve bank/account issues so funds are not delayed.

Technical Trigger

Subject Line

"Milestone reached - {{ percent }}% of your goal"

Trigger

At 25%, 50%, 75%, and 100% of funding goal

Timing

Event-based

Goal

Celebrate progress and prompt owners to share the milestone with supporters.

Technical Trigger

Subject Line

"No donations in 2 weeks - here's how to fix it"

Trigger

No donations in 14 days

Timing

14 days no activity

Goal

Nudge owners to re-share their page and re-engage their community.

Technical Trigger

Subject Line

"Season starts soon - refresh your page"

Trigger

2 weeks before season start

Timing

Pre-season

Goal

Remind owners to refresh their page and launch a new fundraising push.

Technical Trigger

Subject Line

"Your top supporters this month"

Trigger

Monthly

Timing

Monthly

Goal

Show owners their top supporters and suggest personal thank-you outreach.

Technical Trigger

Subject Line

"Post your page this week to reach new donors"

Trigger

Weekly during the active season

Timing

Weekly (in-season)

Goal

Encourage owners to post their page link on socials to reach new donors.

Technical Trigger

Subject Line

"Your page has been quiet - let's change that"

Trigger

No page edits or shares in 30 days

Timing

30 days inactive

Goal

Re-engage dormant owners with tips and a fresh push to grow donations.

Technical Trigger

Subject Line

"Season recap - {{ contact.schoolteam|default("your team") }}"

Trigger

End of the team season

Timing

End of season

Goal

Summarize season totals, thank donors, and set up next season fundraising.

Technical Trigger