How To Email Bidders With A Balance
One of the more common Communications you might want to send out is a Bidder Statement to those Bidders With A Balance. Start by going to the Bidders dashboard.
An example passthrough sending a Bidder Statement to Bidders With A Balance.From the Bidders Dashboard you can click through the Statements button under the sidebar Communication menu.
From the Bidder Statements dashboard you can click through the Email Statements button under the Actions sidebar menu.
From the Bidder Statements dashboard you can select the appropriate Recipients filter by clicking on its drop-down selector.
The Recipients filter defaults to the Bidders With Activity option with the bidders that will be send the email being displayed in the list below.
Changing the Recipients filter will automatically update the listed bidders.
The Bidders With A Balance filter will only send to those with unpaid accounts.
An example taken from a demonstration event.The Recipients filter is used in many places. There are many common uses with other System Emails as well as Custom Emails such as, for example, sending "Thank You" notes to your fundraiser participants.
Custom Emails Once you have your Recipients filter set appropriately, you can click on the Send Statements button under the Actions sidebar menu. This will pop-up a confirmation window noting how many bidders will be emailed.
Clicking the Continue button will send the email statements.
Last reviewed: December 2023