Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
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 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 approved donor mailings and flag excluded addresses.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.