AI-Agents for Campaign Managers in Fundraising

Agents help Campaign Managers keep campaigns moving from plan to launch.

Send Mail Merge

Send approved campaign emails and see which contacts need attention.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Emails

Send approved campaign emails and review each recipient's result.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Scheduled Mail Merges

Send approved campaign emails on schedule and review the results.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Send Workbook Mail Merge

Send approved campaign copy to eligible contacts and return a send log.

You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.

Works with12 tools
Compile SMS Delivery Reports

Reconcile text campaign deliveries and show who needs follow-up.

See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.

Works with7 tools
Create Tracking Links

Apply approved campaign tags to landing page links.

Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.

Works with7 tools
Log Campaign Links

See which launch links were saved and which need clarification.

Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.

Works with7 tools
Draft Giving Tuesday Appeal

Route a Giving Tuesday appeal to the organizer before publication.

Get a Giving Tuesday social media post based on your brief. Review the copy in your inbox and the unpublished draft in your scheduler.

Works with28 tools
Send Mail Merge Emails

Send approved campaign emails and report accepted sends.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Send Mail Merge Emails

Report each campaign's sends and skips by contact.

Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.

Works with14 tools
Create Tracking Links

Give each campaign owner a ready tracking link for a new destination.

Your campaign owners get a ready-to-use tracking link by email whenever you add a destination page to the tracker.

Works with22 tools
Finish Mail Merge

Complete approved campaign mailings and see which contacts need review.

Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.

Works with5 tools
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