Articles on: Fundraiser Functionality

Birthday and Anniversary fundraisers

This is our 'enhanced' birthday and anniversary fundraiser option. They are made and designed to give a better experience for the fundraiser, hopefully resulting in repeat fundraisers and increased loyalty.


The two main differences from standard fundraisers are:


  • No end date, but instead the concept of a celebration date.
  • A much more relevant and targeted email flow.


The dates


Birthday and Anniversary Fundraisers don't have end dates like other fundraiser types. Instead, they have a celebration date. Birthday fundraisers are also asked for their birthdate.


The celebration date is an obligatory field on anniversary fundraisers. This fundraiser type is often used for weddings, christenings, examination parties, and anniversaries, and here we want to know when the date for the event is.


The birthdate field is obligatory on birthday fundraisers, and the celebration date is optional (as not every birthday comes with a party). If the celebration date field is filled, we use this as our 'end date'. If we only have the birthdate, we calculate the next birthday and use this as the 'end date'.





The fundraiser page


The fundraising page looks like standard fundraising pages, with the addition of a field showing either the celebration date or the next upcoming birthday.


The email flow


Birthday fundraisers still receive both welcome emails and an email when they reach 20%, 50%, and 100% of their goal. But the usual inactivity email flow is removed and instead they receive unique emails sent around the birthday/celebration date. For the central date which the email schedule is based on, we will use either the celebration date or the birthday if there is no separate celebration date.


The email flow is almost the same for both birthday and anniversary fundraisers; however, the text differs. In all emails for anniversary-type fundraisers, we refer to the celebration date as "the big day," while the birthday emails refer to "the birthday."


Overview of emails


ID

Email

Trigger

Delay

BF#1.1

Welcome, intro

Fundraiser created

Instant

BF#1.2

Self-donation encouragement (only if not given already)

Fundraiser created

1 day

BF#1.3

About the cause (only premium subscription)

Fundraiser created

2 days

BF#2

Tips and tricks

Two weeks until birthday

Instant

BF#3

Final tips and tricks

3 days until birthday

Instant

BF#4

We hope you have a great day!

Birthday

Instant

BF#5

Your results – a big thank you

Two days after birthday

Instant

BF#6

A great start

20% of goal reached

Instant

BF#7

Halfway!

50% of goal reached

Instant

BF#8

Goal reached!

Goal reached

Instant

BF#9

A congratulation (only sent if celebration date differs from birthdate)

The 'real' birthday

Instant


All of the emails are adjusted depending on progress. So email BF#5 will sound different, for example, depending on the actual results. A person who has reached 80% of their goal will get a different message than one who has reached 10%, and this again differs from the person who never got started. Birthday fundraisers have one additional email, BF#9, which is sent on the person's real birthday in cases where the celebration party is on a different date.

Updated on: 05/08/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!