Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send personalized donor appeals and flag incomplete contact rows.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved donor appeals while honoring current opt-outs.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved supporter emails and track each send in the shared list.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved supporter outreach and flag contacts needing fixes.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send donor appeals to eligible supporters and log each result.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send donor campaign emails after checking the latest suppression list.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send personalized donor emails and flag supporter records to fix.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Draft private follow-ups to supporters who raise concerns in group chats.
See a private reply draft or a clear reason to hold off in your review sheet, so you can follow up without repeating yourself.
Create tagged donation page links for supporter campaigns.
Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.
File tagged fundraising links and flag labels needing correction.
Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.
Email selected supporters from an approved campaign and report skipped contacts.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Send approved supporter emails to current lists and report exclusions.
Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.