Your Paris Marathon campaign may bring in a wide mix of supporters from those who applied for a charity place, to own place runners, to active fundraisers already bringing in donations. Keeping communications relevant and timely is essential to help steward each group effectively and ensure your messages are aligned with where each individual is in their journey.
Using Pathway Builder, you can automate communications to different segments based on conditions like registration status, tags, and fundraising milestones. This guide outlines how to create simple, effective pathways tailored to each segment so you can save time and maximise your impact.
Understanding Segments
To help you navigate these pathways, here’s what we mean by key supporter types:
Registrant: A person who has completed their registration flow
Fundraiser: A registrant who has a fundraising page but has not yet received any donations
Active Fundraiser: A supporter who has created a fundraising page and received at least one donation
Accessing Pathway Builder
Go to your Paris Marathon campaign.
Click ‘New Editor’ in the top-right corner of the screen.
Click ‘Pathways’ in the left-hand menu.
Click ‘New Pathway’.
This will open the Pathway Builder, where you can begin setting your trigger, conditions, and automated communications.
1. Charity Place Assigned – Not Registered
Use this pathway to contact applicants who’ve been offered a charity place but haven’t completed their registration.
Trigger
Date-time trigger – set the time you want this communication to go out.
Condition 1
Programme Participant Status: is any of Invited – charity place
Condition 2 (under YES brand of condition 1)
Audience member segment: is any of registrant, fundraiser, active fundraiser
Action
📩 Add an email under the 'NO' arm of condition 2.
2. Charity Place Assigned – Registered
Use this pathway to reach applicants who have both been invited and completed their registration.
Trigger
Date-time trigger
Condition 1
Programme Participant Status: is any of Invited – charity place
Condition 2 (under YES brand of condition 1)
Audience member segment: is any of registrant, fundraiser, active fundraiser
Action
📩 Add an email under the 'YES' arm of the condition branch.
3. Own Place Runners
Since own place runners aren’t captured through conditions, you’ll first need to manually tag these supporters.
How to tag a supporter:
Go to the supporter’s record.
On the left-hand side, click on Supporter Tags.
3. Click ‘+ Create Tag’ from the dropdown.
4. Add a title for your tag (e.g., "Own Place – Paris 2025").
5. Change Type from Supporter to Campaign.
6. Click Create Tag.
Set up the pathway
Trigger
Date-time trigger
Condition
Campaign Tags: is any of your chosen tag
Action
📩 Add an email to update your own place runners.
4. All Registered Supporters
Use this to communicate with anyone who has registered, regardless of how they got their place.
Trigger
Date-time trigger
Condition 1
Audience member segment: is any of registrant, fundraiser, active fundraiser
Action
📩 Add an email under the ‘YES’ arm of condition 1 to contact all registered participants.
5. Rejected or Shortlisted Applicants
This is a reactive pathway for applicants who were not assigned a charity place or have been shortlisted.
Trigger
Application Status trigger > Choose Add supporter when an applicant is rejected/shortlisted
Action
📩 Add an email below the trigger. This will send immediately once someone meets the condition.
Rule Builder
While Pathway Builder gives you control to segment supporters and build logic-based journeys, there are times when you simply want to send a message based on a single action. No complex conditions or branches required. That’s where Rule Builder comes in.
Contacting fundraisers when they receive their first donation
Trigger
First Donation
Action
📩 Add an email on the right-hand side of the screen.
This message will be sent automatically when a supporter receives their first donation. A perfect opportunity to thank and encourage them to keep going!
Contacting fundraisers when they reach certain fundraising milestones
Trigger
Amount Raised – set your target amount (e.g., £250, £500, £1000)
Action
📩 Add an email on the right-hand side of the screen.
This email will be sent once a fundraiser hits the selected milestone. Ideal for celebrating progress, saying thank you, or prompting the next goal.
Whether you're building detailed journeys through Pathway Builder or celebrating milestones with Rule Builder, these tools help you deliver timely, meaningful messages that match your supporters' actions and stages. Keep it simple, segment when you need to, and always think about what your supporter needs to hear next.
If you'd like help reviewing your setup, or have questions on using Rule or Pathway Builder, please contact me at [email protected]