Charitable Blog

Everything you need to know about Charitable and our team.

Non-Profit Email Marketing 101: Step-by-Step Guide

Last updated on

  • By

Non-profit email marketing is a great way to reach your audience and show people why they should care about your causes.

But there’s no point going into it blind. Having a solid understanding of how it all works is key to success.

Here, we’ll be running through a step-by-step guide on how to use non-profit email marketing.

Why should non-profits use email marketing?

Ongoing communication is vital to connect to an email audience. Non-profits need to share stories in the best possible way and show how their donors play a vital part in their efforts; be it raising awareness on an important topic or following up on a big campaign drive. Without that regular contact, you run the risk of supporters dropping off and losing interest altogether.

Crucially, where donations are a KPI of your campaign, email is the most cost-effective marketing tool you can use to connect to an audience. From hosting a native “Donate Now” button in newsletters for opt-in pledges to showing supporters how and where their contributions actually go in a follow-up, it makes the process easier and more intuitive. Emails are landing straight in their inboxes, and are completely tailored to their interactions.

How to get started with non-profit email marketing

1. Develop a supporter base

It’s imperative you make it easy for your supporters to sign up to your pledge as soon as they hit your site, they’ll be looking for an email list signup to stay informed. Make sure it’s easy to find, and track the number of sign-ups you get on your site – your page’s footer, feature pages and “About Us” area. Advocating your newsletter on social media will help immensely, too. Give them a signup call to action so they know where to go.

As you’re building up your donor list, try and stay on the right side of communication and avoid over-notifying your list. At the same time, you want to be in touch regularly enough to keep people updated and re-engage historic donors where you can. A pop-up form is also a great way to catch a viewer’s attention. A compelling message with a personalized “thank you” feedback will encourage them to follow your campaign’s story.

Remember – keeping signups uncomplicated and concise is really important. Where onboarding donors is a key goal, you don’t want to confuse or frustrate people with a form offering too many steps. Make it simple and short – name and email is enough data to keep your supporters in the loop. And when you are sending emails out, it’s recommended that you include the sender’s own name rather than address the recipient as “supporter” or such. 

2. Create the scenario

Campaigns are emotional. The language in your email or newsletters also needs to have meaningful language that harmonizes with your campaign’s narrative. Here’s how you can plan this out.

  • Define the problem. Why should people care about your campaign? How does it affect them? What language will ignite a response in them? And what stories can you tell personally from people on the frontline? It’s important to outline the larger issue while explaining the underlying problem.
  • Present your goal. Now that you’ve identified the problem – how will your non-profit solve it? And what will your supporters’ money do to help your mission? Cultivate your emotional rhetoric where it fits – use language as a medium to onboard people who care.

A great way to onboard new supporters via email campaigns is to reach out to them on similar similar campaigns they’ve already expressed an interest in. So, for example, if your donors are interested in helping homeless shelters, they’ll perhaps also be interested in re-homing initiatives and counselling support. Use your campaign builder to segment your audience by interest, and you’ll find there are plenty of overlaps.

3. Develop the messaging

Keep your email purposeful, compelling and concise. That’s not an easy combination, but it’s the best way to achieve high retention and click through rates (more on that later). Here are a few extra messaging pointers to keep track of.

  • It’s all about the subject line. Your subject line is the window to the message. What’s your pledge about? How can you put that into a powerful statement of six words or less? Could you make it a question? What will persuade them to open that email?
  • Keep your email message to a few lines only. The language you use should speak powerfully, but without overwhelming the reader with volumes of content. Use numbers, facts and figures to ground your pledge as much as possible without overwhelming them.
  • Utilize the strongest testimonials you have. Your supporters are likely to get involved for different reasons – so use a few different focal points to cover all your bases, so to speak.
  • Stick to two or three sentences for each key point. Encourage your readers to head back to your website for more context or an extended testimonial to get the bigger picture.
  • Use a few images – if you need to. Pictures speak a thousand words, and will enhance the message you’re trying to convey. Don’t over-use images, and don’t utilize them in lieu of your copy altogether; you need the right level of messaging and media to create a purposeful story.

Of course, if you’re not sure which kind of narrative, language or messaging you’re ready to go for in your email campaigns, you can always set up an A/B test on newsletter builders like Campaign Monitor or Mailchimp to see what resonates with your supporters. Once you’ve gauged the response, you can tailor your approach accordingly.

4. Stay in the loop with other non-profits

Watch how other non-profits run their campaigns, especially if they’re advocating similar causes to you. This is a wonderful opportunity to not only stay connected with other charities’ progress, but see how you can borrow email marketing tactics from the ones that inspire you.

Take a look at Greenpeace’s opening few lines in their email campaign below.

In these few lines, Greenpeace get to the point straightaway – in language that’s both direct and compassionate. Purposefully, this campaign manages to:

  • Grab the reader’s interest by making it time-specific – talking about Christmas Day in the first few words.
  • Identify both a major issue and an underlying problem:
    • Farmed turkeys are causing forest destruction.
    • People may not be aware of the link between turkey farming and deforestation.
    • Greenpeace are informing their supporters about this link. 
  • Make it specific through quantitative language – i.e. 10 million turkeys.
  • Show how your personal pledge will spread the word and help solve an issue affecting us globally, while raising awareness.

Email marketing isn’t the only tactic Greenpeace used to raise awareness of deforestation – they also staged a comedy “roast” starring a human-sized turkey and potato in its very Christmas ad. It’s a great idea to make email marketing part of a wider outreach strategy rather than relying on it solely.

5. Use a fundraising tool

The newsletters and updates you send need to have a clear call to action: asking your supporters to contribute.

If you are using WordPress, use Charitable to accept donations directly on your website. Better yet, you can use the Newsletter Connect extension to automatically add donors to your newsletter list. It supports a range of email marketing providers: MailChimp, Campaign Monitor, ActiveCampaign, Mailerlite, MailPoet and Mailster.

Unlike most fundraising software, Charitable does not charge any transaction fees and there are no ongoing monthly service fees. 

Start collecting donations with WordPress today

Join 10,000+ non-profits raising more money online with Charitable.

6. Know your metrics – and build on the data

Reaching out via email newsletters is just the start. Next, you need to measure your campaigns to learn from them.

  • Open rates. This is a metric which is key to understanding how well your supporters are receiving your emails – whether the subject line and sender are enough to get them to open the email. Studies show subject lines that use subscribers’ first names are 26% more likely to be opened. 
  • Click-through rate (CTR). This will determine how well your supporters respond to your message in the context of donating. Your campaign builder should offer the margin of open rates against CTR and highlight where there’s a gap.

It’s important to remember that those who haven’t donated are likely still to believe in your campaign, but may not be able to contribute at the time you’ve reached out. Follow up with them on other ways they can support – spreading the word, signing a pledge, or clearly emphasizing that any and all contributions are welcome, however big or small.

Read up on non-profit email marketing metrics to keep an eye on.

  • Donation growth rate. Here, you’d take the email campaign data and look at the increase in the size of donation revenue year-over-year or the increase in the size of the number of donors month-over-month. Both are measures of growth with a simple change of variables – donation and time period.
  • Forwarding rate. This measures the percentage of recipients who’ve forwarded your email on to others or shared it as a post on social media. This is a really insightful metric as it gauges your cause’s mobility, while giving people a healthy and useful alternative to donating.

In conclusion

So hopefully, what we’ve shown you here is a good overview of how to set up email marketing campaigns for your non-profit. We’ve talked about its value in the industry, how to build up your supporters while keeping them engaged with consistent and engaging messaging, and how to use a few key metrics to ensure you’re still on track.

author avatar
Emily Lyhne-Gold

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

Leave a Reply

Your email address will not be published. Required fields are marked *

Get free tips and resources right in your inbox, along with 60,000+ others

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Featured Video:

Watch more videos on our YouTube channel.

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

author avatar
Emily Lyhne-Gold
Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

author avatar
Emily Lyhne-Gold
Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

author avatar
Emily Lyhne-Gold
Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

author avatar
Emily Lyhne-Gold
ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

author avatar
Emily Lyhne-Gold