Email

In Marketing, Email, create messages to send to constituents.

Note: Before you can create email, select Email options and enter the organization info fields to display in the footer of every email. For more information, see Email Options.

  • Under Marketing emails, manage one-time emails you manually send to lists of constituents from Email. For more information, see Marketing Emails.

  • Under Workflow designer emails, manage emails for automated workflows you create in Tools, Workflow designer. Automated workflows are processes that perform series of tasks based on criteria you select. From a workflow, you can assign actions to fundraisers or use Workflow designer to send emails to constituents. For more information, see Workflow Designer Emails.

Note: To learn how to manage access to Email for other users, see Marketing Security.

Tip: To learn more, take the Basics of Email online training class.