Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Write a donation appeal using the campaign's approved impact facts.
Get a Giving Tuesday social media post based on your brief. Review the copy in your inbox and the unpublished draft in your scheduler.
Send approved supporter emails and flag incomplete contact rows.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send approved donor emails and flag incomplete recipient rows.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved donor messages and flag duplicate addresses.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send approved donor outreach and flag unusable addresses.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send approved donor emails to eligible contacts in a saved group.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.