Setting Up Plays

Inside the Play Details Page

When you open any Play and navigate to the Details tab, you’ll see everything you need to understand how the Play works, who it will reach, what it will send, and when it will run. The Details page is divided into three main sections:

📝 1. Overview

This section explains the purpose of the Play and the benefits of turning it on.
Every Play has a unique overview tailored to its specific goal—for example, welcoming new patrons, inviting subscribers, or driving donations.

🎯 2. Play Details

The Play Details area walks you through exactly how the Play is set up, using a simple sentence-style format:

“If a patron [does X], then [do Y], and send this email every [Z].”

Each Play Details page includes three key components: audience, action, and schedule.

👥 Audience

This shows the group of patrons targeted by the Play.
Think of it as a prebuilt segment created for you automatically.

Some Plays allow you to edit the audience criteria
Others are fixed, based on the type of Play

Examples:

“New patrons” for Thank You Promos
“Highly engaged patrons” for Subscriptions
“Lapsed patrons” for reengagement

⚡ Action

This section displays what the Play will do on your behalf.

The actions and customization options vary by Play:

Examples:

Send Thank You Promo
- Sends an email with a unique one-time promo code
- You can customize the discount amount ($ or %) and redemption window
Donation Request Plays
- Send patrons directly to your donation widget
- You can configure or edit your donation setup during the flow

Every Action section is tailored to the needs and behavior of that specific Play.

🕒 Schedule

This section shows exactly when the email will be sent.

All scheduling is based on your organization’s timezone
Different Plays follow different timing rules (weekly, annual triggers, etc.)

✉️ 3. Email

Every Play includes an email template that you can fully customize by clicking Edit.

Just like your other OTS emails, you can modify:

Subject line
Body content
Buttons/Call To Actions
Images
Promo display (if applicable)

Each email includes special dynamic variables that automatically personalize the message for each patron:

Variable	What It Inserts
`{{{firstname}}}`	Patron’s first name
`{{{orgname}}}`	Your organization’s name
`{{{promocode}}}`	Unique one-time promo code
`{{{discount}}}`	The promo value ($ or %)
`{{{expiration-date}}}`	Expiration date of the promo
`{{{ctaurl}}}`	A smart link that sends the patron to the correct page based on the Play