The Goal: Send a single email to every contributor of a fundraising campaign — for example, a follow-up thank you or an update on how the funds are being used.
Before You Begin:
- You need access to the Fundraising area and permission to send emails to contacts.
- Have your fundraising campaign set up with at least one contributor. Communicating with your members, whether sending follow-up thank-you emails or keeping them abreast of how the funds are being used, is critical to the success of your campaign.
Step-by-Step Instructions
- Go to Revenue, click Fundraising. A list of your fundraising campaigns will be displayed.
- Click the hyperlink for the desired fundraiser.
-
Click the ellipses in the right corner and select Send Email to Contributors.
- Compose your email.
-
Select Insert Merge Field to select Fundraising-specific fields you can use in your email.
- Select Send.
Common Pitfalls
- Forgetting to insert merge fields: If you want to personalize the email with contributor or Fundraising-specific details, use Insert Merge Field before sending — once the email is sent, it cannot be edited or recalled.