The Email Vault Template Library
Overview
This video walks you through the Email Vault so you know exactly where everything lives. From Quick Wins to the Funding Flywheel phases and Response Emails, you’ll see how to access templates, understand their structure, and put them to use.
Email Auto-Completer
In this video, you’ll learn step by step how to personalise Fundraise Formula email templates using the auto-complete method, so you can produce compelling, authentic, ready-to-send emails written in your voice, in minutes.
Quick Wins
3-Day Cash Boost Campaign
The “3-Day Cash Boost” is a plug-and-play mini-campaign designed to help you raise some quick funds, even if your email list is cold or underused.
It’s widely applicable to most organizations, but it’s especially effective for those that don’t email often or don’t have much consistency.
This sequence helps you reconnect with your audience, rebuild trust, and make a compelling ask, without feeling pushy or desperate.
The structure is intentional: it begins with gratitude, reinforces real results and proof of impact, and gradually moves from a soft appeal to a direct ask.
It’s about leading with strength and conviction, reminding supporters of what’s working and inviting them to help take it further.
With just a few simple edits, you can send these emails in minutes and start seeing donations come in, making it the perfect quick win to build confidence and momentum with your email strategy.
Phase 1: Awareness (Learn Mission)
Orientation Emails
Also known as a welcome series, the orientation emails serve as the very first interaction you’ll have with your new subscribers.
You only get one chance to make a strong first impression and set the tone for the relationship, which is why these emails matter so much.
In this short series, your supporters will start to get a sense of who you are, what you stand for, why your work matters, and the deeper mission that drives it all.
It usually begins with a short welcome series of 2 to 5 emails that share your story, values, impact, and relevant testimonials or case studies. Much of this content likely already exists on your website, and it just needs to be repackaged into email form.
At its core, this orientation sequence is about building trust and reassuring people they’ve found something meaningful and credible.
The framework includes three key emails: a Welcome email, an Ethos email, and a Results email. You’ll find multiple versions of the Welcome and Ethos emails, so simply choose the ones most relevant to your context.
The Welcome email sets expectations and invites people into your world.
The Ethos email highlights what you stand for, using story, background, or testimony to express your values.
The Results email shows the real-world impact of your work and affirms your credibility.
Together, these emails lay a strong foundation, orienting people to your worldview and demonstrating that your mission is not only inspiring, but already making a difference.
Engagement Emails
To maintain rapport, stay front of mind, and keep adding value between major campaigns, it’s important to stay meaningfully engaged with your audience.
The following emails are designed to help you do just that, by engaging your subscribers and supporters in a variety of ways.
Some of the emails are perfect if you have a list that hasn’t heard from you in a while. They’re ideal for re-igniting that connection and warming people up to start receiving regular communications again.
Others are designed to invite feedback and spark conversation, ranging from light-touch check-ins to more intentional re-alignments with your mission.
You’ll also find a set of curiosity-building emails that can be sent ahead of a major announcement, project launch, or campaign, specifically crafted to create intrigue and boost the open rates of what comes next.
Phase 2: Activation (So Something)
Appeal Emails
Appeal emails are designed specifically to nudge someone from passive interest to active support by inviting them to make a donation, often for the very first time.
Some appeals are gentle and affirming, others are urgent and direct, and some use storytelling to connect emotionally and show the real-world impact of their giving.
Each approach offers a different path toward the same goal: encouraging generosity in a way that feels human, meaningful, and aligned with your mission.
Achievement Emails
Achievement emails are where you lead with proof, and invite continued support.
These are the kinds of emails you’d typically send at natural intervals, like quarterly, bi-annually, or annually, or when a major milestone or breakthrough is reached. One follows a regular cadence; the other is sparked by progress worth celebrating.
They’re designed to show that your work is getting real results, highlighting achievements, outcomes, and impact to keep your supporters in the loop and confident in your momentum.
Just as importantly, they create space for a soft ask: a gentle reminder that while great things have been accomplished, there’s still more to do, and that their continued support can help take things even further.
Product Sale Emails
Product sales offer an alternative way to support the mission that’s both meaningful and practical.
They invite people to contribute financially by purchasing practical items they can use, wear, or share, getting something in return instead of making a traditional donation.
But these products do more than raise funds; they also reinforce the relationship and help promote your cause at the same time.
Whether worn in public or used at home, each item becomes a subtle reminder of the values they care about, keeping your mission front of mind while also creating opportunities to open up conversations and reach new supporters.
For many, it’s a simple, lasting way to stay connected, one that reinforces their identity, spreads awareness, and turns everyday moments into small acts of advocacy.
Phase 3: Ascension (Do More)
Recurring Donation Emails
Recurring donation emails invite supporters to take the next step, to go from giving once to giving consistently.
These emails are designed to deepen the relationship by encouraging people to become monthly contributors.
They frame regular giving as not just a financial choice, but an identity—something that reflects the kind of person they want to be: steady, values-driven, and committed.
The focus is less on pressure and more on alignment, helping donors see that their ongoing support is both meaningful for the mission and personally rewarding. It’s about becoming part of the work in a lasting way.
Volunteer Emails
Volunteer emails invite supporters to step into a more active role by giving their time instead of their money.
These messages are designed to connect with people who are already engaged and ready for a deeper connection.
They frame volunteering as not just helpful to the mission, but personally meaningful, something that offers growth, purpose, and a sense of belonging.
The focus is on making the opportunity feel simple, inviting, and personally rewarding, removing hesitation and showing how easy and fulfilling it can be to get involved.
It’s an open invitation to be part of something bigger, while becoming more connected along the way.
Join Community Emails
These emails invite supporters to move beyond the inbox and join a community for a deeper, more meaningful connection.
While volunteering is about taking action through service, community is about building relationships and finding like-minded people.
It’s not about completing a task, though that may happen, but about being part of something bigger.
It’s for those who want to connect, share, learn, and grow alongside others who care about the same things.
And while it’s not the same as volunteering or donating, being part of a community often becomes the gateway to doing both, because people are more likely to step up when they feel a genuine sense of belonging.
Whether it’s an online group, local meetup, or shared space for conversation and encouragement, these emails offer a warm invitation to step into that kind of connection, where values are shared, voices are heard, and change feels more possible together than alone.
Phase 4 Advocacy (Tell Others)
Share Emails
Share emails are designed to prompt supporters and make it easy for them to amplify your message.
They help turn passive readers into active participants by showing how simple actions like forwarding an email or sharing a post can spread the word and build momentum.
These messages emphasize that sharing isn’t just a small gesture, but a meaningful way to contribute.
By combining clarity, urgency, and ease, they invite quick action that multiplies impact and remind supporters that even without donating or volunteering, they still have an essential role to play.
Response Emails
Emails For Lead Magnet Signups
These are the thank you emails you send after someone signs up for your lead magnet. They fulfill the promise made in your opt-in form, deliver value up front, and begin building trust from the very first click.
The goal is simple: make it easy for people to access what they signed up for, confirm that they made a good decision, and set the tone for what’s to come.
Whether you’re delivering a downloadable, confirming a webinar registration, or providing access to a piece of content, these emails are designed to:
- Deliver the promised content
- Highlight the key benefit or outcome
- Set expectations for what’s next
- Invite deeper engagement
When done well, these emails create momentum, build credibility, and lay the foundation for a lasting relationship.
Emails For Donations Given
On the surface, these are transactional emails, automatically sent when a gift is made, a payment fails, or something needs attention. But in reality, they’re much more than that.
Each one is a chance not just to confirm a donation, but to thank the donor, affirm their role in your mission, and strengthen the relationship.
Whether someone gave once, gives monthly, or ran into an issue, these emails connect their support to real outcomes and help turn simple actions into lasting engagement.
Emails For Products Bought
These are the emails that are sent automatically when someone places an order, completes a payment, or hits a snag. But that doesn’t mean they have to feel robotic.
Adding a bit of personality makes all the difference. A warm, human message can turn a basic transaction into a small moment of connection.
Whether it’s welcoming a first-time customer, thanking a regular, or smoothing over an issue, these emails are a simple way to show there’s a real person behind the screen, and that’s something people remember.
Done well, these emails help build trust, strengthen loyalty, and make their connection with your organization feel more like a relationship than a transaction.
