Task Templates can be used for any workflow that needs repeated on a regular basis. For example, you may have specific workflow for welcoming new donors, or for providing information for planned giving. Whatever the workflow, Task Templates can help. They can be found on a tab on the Tasks page: A template consists of ...
Read MoreIn order to enable marketing emails, simply go to the new Marketing Emails page, which is located under the Administration menu. You will be guided through a step-by-step wizard that will help you understand the rules and correctly configure all of the necessary settings. Once you have completed the wizard, you will find usage information, ...
Read MoreOnce you’ve completed the marketing email setup wizard, the ability to create email lists will appear on the Options page: The email list editor functions similarly to all other lists. However, unlike other lists, you have the option to delete list items rather than merge them. There are also no “Default” list items. After your ...
Read MoreThe best way to add donors to your email lists is to let them do it themselves. Once you’ve completed the Marketing Email Setup Wizard, the page will contain the link to the signup form: This will pop open the signup link in a new tab. In this tab, you simply need to copy and ...
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