Run a giving-aware campaign
Turn a donor audience — a segment, or everyone who gave under a revenue code — into one personalised donation link per donor, each pre-filled with their details and the right next ask, then send it from your own email tool or import it into your CRM.
A campaign takes an audience of donors — a giving-aware segment, or every donor with a confirmed gift under a revenue code — and produces a ready-to-send batch: one personalised donation link for every emailable donor, each pre-filled with their details and a suggested amount drawn from what Together knows about them. You export the batch as a CSV and send it however you already send email — or import it back into your CRM. Every gift that comes through a link is attributed back to the campaign, so you can see what it raised.
Before you start
You need:
- EDITOR or ADMIN on your org.
- The Raise plan. Campaigns are a Raise feature; on other plans the page shows an upgrade prompt instead of the controls.
- An audience: either a donor segment (build them under Segments) or a revenue code that donors have given under.
- A destination for the links to point at: an active donation form (Forms) or a recommendation set (Recommendations).
Create a campaign
- Go to Campaigns and click New campaign.
- Give it a name and choose your audience:
- A donor segment - everyone in that giving-aware segment.
- Everyone who gave under a revenue code - re-ask the donors who have a confirmed gift under that code.
- Choose the destination the links should point at:
- A donation form - links open the form on
/donate. - A recommendation set - links open the split-giving page on
/give, pre-filled with the donor's suggested amount.
- A donation form - links open the form on
- Click Create campaign.
Archived donors, donors who have opted out of email, and donors marked as do-not-contact are left out of the audience automatically.
Do-not-contact is a per-donor marketing preference. A donor with it set is never included in a campaign audience. You can set or clear it on the donor's page, and a donor can opt back in themselves from the link on their receipt — either way the change takes effect on the next campaign you generate. If you've connected a CRM, the preference also syncs back to it (see NationBuilder sync).
Generate the links
On the campaign, click Generate & download CSV. Together creates one personalised link per emailable donor, downloads the file, and keeps it available to re-download later.
Need the file again? The campaign keeps a Re-download CSV button (on the campaign and in the campaigns list). Re-downloading returns the same personalised links — existing links keep working, and the gifts they bring in are still attributed to the campaign.
A short summary tells you how many links were generated, how many donors had no email on file (counted but unreachable by email), and how many rows carry a CRM ID.
What's in the CSV
One row per donor, with the columns you need to mail-merge a personal ask and to match donors back to your CRM:
| Column | What it shows |
|---|---|
| Together Donor ID | The donor's id in Together. |
| CRM ID | The donor's id in your connected CRM (labelled e.g. "NationBuilder ID"). Blank for donors with no CRM record. |
| First / Last Name | For the greeting. |
| The email on the donor's record. | |
| Suggested Ask | The amount to ask this donor for, based on their giving history. |
| Last Gift Amount | Their most recent confirmed gift, in AUD (blank if they've never given). |
| Last Gift Date | When that gift was made. |
| Segment | The donor's RFM segment, so you can vary your copy by donor type. |
| Personalised Link | The donation link. Opening it pre-fills the donor's details - and, for a recommendation set, their suggested split amount. |
Send it — or import it into your CRM
Two ways to use the file:
- Send from your email tool. Import the CSV, map the columns to merge tags, and write your appeal: the First Name into the greeting, the Suggested Ask into the amount, and the Personalised Link as the call-to-action button.
- Import into your CRM. Match on the CRM ID (more reliable than matching on email) to tag who you asked, or to send through your CRM's own email.
What to do next
- Watch what it raised. Once gifts start landing, the campaign shows how much it recovered, from how many donors, against what you asked.
- Check conversion. The campaign page is the source of truth for what it raised - every gift through a campaign link, to a donation form or a recommendation set alike, is attributed to the campaign there. Campaign gifts keep their own revenue code - the form's compliance code for a donation-form campaign, or the recipient's code for a recommendation-set campaign - and the campaign is tracked separately, so read the campaign's results on the campaign page, not by a code in the Donations list.