Agents help Fundraising teams keep donor outreach and campaigns moving.
Send personalized donor outreach and track each contact's status.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved appeals while excluding donors who opted out.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved donor outreach and log who was emailed.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved donor emails and show which contacts need correction.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send donor mailings to eligible supporters and report list errors.
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 appeals on schedule using current supporter details.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send donor campaigns and flag supporter records that need repair.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Flag failed donor texts and overdue delivery receipts for follow-up.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
Build tagged donation page links for appeals.
Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.
Check tagged appeal links and flag those needing a fix.
Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.
Turn approved campaign facts into a donation appeal for review.
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 Review the copy in your inbox and the unpublished draft in your scheduler.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 personalized supporter emails and mark rows needing correction.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.