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Improved Thank-You Emails

January 21, 2011

We’ve had thank-you emails for a long time, but now they’re even better. Now you can save an email as draft, without actually sending it.

This lets you:

  • Preview the email before it’s delivered.
  • Record the fact that you acknowledged the donation via email from outside of Donor Tools.

Find the donation you’d like to acknowledge

Donations.png

First, find the donation that you’d like to acknowledge. Then click “Send email” next to the donation.

Save Draft

Donor_Tools___People___Phyllis_M_Hobbs___Correspondence___Donation__731903-1.png

Write your email. We highly recommend using mail merge fields (1) instead of typing the details of the email (name, donation amount, etc.) by hand.

  • Here’s an article about how to use merge fields in thank-you emails.
  • Here’s a list of available merge fields.

When you’re done, click the “Save Draft” button (2).

Preview

Email_Preview-1.png

Next, a preview of your email will be displayed.
When you’re ready to send it, simply click “Send Now”, and off it goes.


This entry was written by Ryan, posted on at 3:31 pm, filed under Best Practices. Bookmark the permalink. Follow any comments here with the RSS feed for this post. Post a comment or leave a trackback: Trackback URL.
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