AI-Agents for Fundraising working with Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.

Send Mail Merge Batches

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.

Works with15 tools
Send Mail Merge Emails

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.

Works with14 tools
Send Scheduled Mail Merge

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.

Works with15 tools
Draft Giving Tuesday Appeal

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 Review the copy in your inbox and the unpublished draft in your scheduler.

Works with28 tools
Send Excel Mail Merge

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.

Works with18 tools
Send Mail Merge Emails

Send approved donor appeals to checked recipient lists.

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 Group Mail Merge

Send approved donor mailings and flag duplicate addresses.

Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.

Works with20 tools
Send Mail Merge

Send approved donor mailings and report unusable addresses.

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
Create Tracking Links

Create tagged links for new campaign pages and send them to owners.

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

Works with22 tools
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