The Email Campaigns feature allows users to create and manage bulk email communications with donors. With options to customize messages and track performance, users can ensure their outreach is targeted and effective. This helps maintain donor engagement and improve overall campaign success. It enhances donor communication by enabling bulk email outreach, making it more efficient and impactful than sending individual messages.
Bulk emailing allows users to:
Save Time and Effort – Instead of contacting donors one by one, users can reach hundreds or even thousands of donors simultaneously.
Ensure Consistency – Every recipient receives the same well-crafted message, maintaining a uniform and professional tone.
Target the Right Audience – Emails can be sent to specific donor lists, ensuring that messages are relevant to recipients.
Increase Engagement – Regular updates keep donors informed and involved, strengthening relationships.
Track Effectiveness – Users can monitor how recipients interact with emails, gaining insights to improve future campaigns.
How do I access email campaigns feature?
Click the Email link in the left pane, which opens the main Email Campaigns page. The main page lists all email campaigns and important stats related to listed campaigns. It also includes Filter and Create buttons at the top right. Just hovering over the Email link expands to three options as follows:
New Campaign: Clicking New Campaign opens a New Campaign creation window.
All Campaigns: Lists all saved campaigns, the same window also opens by default when users click Email directly.
Design Templates: Allows creating email campaign templates and reusing existing templates
Overview
The main Email Campaigns window provides an overview of all email campaigns, displaying key statistics for quick insights. Users can easily track performance metrics, monitor engagement, and manage ongoing or past campaigns from a single view. Each row in the Email Campaigns window represents a separate email campaign, while the columns display key details at a glance. This structured layout allows users to quickly review campaign performance, track engagement, and manage ongoing outreach efforts efficiently. The columns containing important stats include:
Created: When a campaign was created
Status: Current status, whether saved as draft or sent
Sent At: Date on which emails were sent
Name: Name of the campaign
Subject: Email subject
Progress: Shows a progress bar for each campaign e.g. the progress bar will be half empty if 50 out of 100 emails have been sent (assuming the list had 100 addresses)
Delivered: The number of recipients to whom the email has been successfully delivered
Opened: The number of recipients who have opened the email
Clicked: The number of recipients who have clicked on a link in the email
Bounced: The number of emails that have bounced or not delivered
Unsubscribed: The number of users who choose to unsubscribe via the link provided
Spam complains: The number of users who marked the email as spam
Delayed: The number of emails that have been delayed
Actions: The actions menu allows users to duplicate or delete an email campaign
How to create a new email campaign?
The Create button allows users to create, set details and preview new email campaigns. The Create mode can also be reached by hovering the cursor over the Email link and clicking New Campaign.
Campaign name: Users can create a shorthand, readable and recognizable campaign name in this field. For example, if an email campaign is intended for donors who have already pledged, they can name it to “pledge follow-up”. The system will give an error if an email campaign with the same name already exists. Naming is case sensitive, so “Test campaign” and “test campaign” are treated separately and both will be saved. Click “Save Draft” first to edit other fields.
To: The To field allows users to add email addresses and target a specific audience. Click Edit Audience to open a window that allows selecting contacts, which can be easily filtered based on different criteria, including:
By name (Full, First, Middle, Last, Suffix, Title)
Email
Phone number including active, textable and Do Not Contact phone numbers
By Employer
By Occupation
Address
Tags
Pledges
Interactions
And a lot more options
For example, users can select all names beginning with the letter A or phone numbers beginning with 555 or city names beginning with S. This makes it easier to filter the required contacts and add them to an email campaign. Click save contacts once done with filtering intended recipients.
From: The From field allows users to select the email address from which the emails will be sent. Simply select the email address from the drop-down menu and click Save Draft & Next.
Subject: The Subject field allows users to write the email subject line. Click Save Draft & Next to proceed.
Send time: Users can either send emails immediately or schedule for later. By default, the system is set to send emails immediately. Select the required time to send emails on a specific time and click Save Draft.
Content: Click Edit Design to start composing an email. The composer provides a comprehensive set of tools to create engaging emails, giving users the flexibility to customize their email campaigns as they like. Click Save Draft to save or Load
Design Template to load an existing email template.
Preview: Once done with composing an email, click the preview button at the top right to preview before sending. If everything looks good, click the Send (number of contacts) or Send Test Email (sent to the active user) first to double check before sending to all recipients.