Introduction

For many organizations, creating one or many mailing lists can be beneficial for efficient and consistent sending practices. By proactively identifying and managing your sending lists, you can easily leverage CharityEngine functionality to efficiently and effectively send to segmented constituents. In addition, by leveraging Opt-In lists within CharityEngine, you can easily allow your contacts to easily opt in to lists leveraging web forms or through the Online User Center. These lists can be very broad in topics or can be customized to more limited topics and content. CharityEngine allows you to easily manage your lists for most effective communication to your donors. 

Prerequisites

• -If you have not already created am Opt-In List and need assistance, please read this article.

Instructions: How to leverage Opt-In Lists for email sending

Note: The list may also contain query and opt-in lists. Each will be identified with the name followed by Query or List respectively. 

FAQ & Further Readings

• List Management: How to Create an Opt-In List
• Sustainers: How to Create and Manage Recurring Donors
• Creating Emails for Email Blasting
• Web Forms: Using Email Auto Responders with Forms
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Peer-To-Peer Dashboard: Emails
• Adding a Seed List
• Email Blast: How to Configure a Sender Override
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Campaigns
• What Can I Do With Queries: Resend Initiatives to Contacts Who Have Not Opened Them
• How to add Custom questions/Survey Questions to Event Forms
• Creating Email List From Forms
• Sending Email Campaigns from the Contact Listing Screen
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• Email Campaign: How to Create a Simple Email
• Email Campaign: How to use A/B Email Testing
• Email Campaign: How to Schedule an Email
• Email Campaign: Basic Email Checklist
• Campaign - Surveys: How to Create a Poll & Survey Form and How to View the Results
• Email Campaign: Investigating Failed Email Delivery
• Email Campaigns: How to Test Emails
• Email Campaigns: How to Leverage Email Analytics
• Email Campaign: How to Restore a Previous Creative
• Email User Guide
• Communication: How to Send Messages from Listing Screens
• Using Landing Page URLs to populate and override attributes for a initiative
• Removing Audience Members From Lists
• Managing and Maintaining Communication Series
• Contact Emails
• Leveraging Internal (Carbon Copy) for notification of donations
• Contacts: How to Manually Validate Email Addresses.
• Sending Your First Email Campaign
• Selecting Email Audience
• Shared email domain
• Emails: Helpful Resources to Assist with Email Deliverability, Monitoring and Best Practices
• Why did my email test go to my SPAM folder?
• Email Open Rates
• Creating a Suppression Email List
• Online: Printing Newsletter
• Manually Sending Year End Statements to Households
• Campaigns and Initiatives in CharityEngine
• Online: How to Set up SMS/Text to Give Functionality
• How to leverage SMS Campaign Blast Feature to Reach Your Donors
• Sending Tracked Emails
• Email Campaigns: How to Bulk Add to an Opt-In List through the Importer Tool
• Advocacy: How to create an audience for a communication initiative
• Creating a Communication Series
• Outlook Connector
• Events & Volunteers : Registrations
• Widget Generator
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Contacts: Adding Contacts to an Email List
• Exporting Data: How To Export Data from a Query