Introduction
You can track email activity within the Send Email tool. Sending an email to a contact directly through CharityEngine will allow you to track the activity associated with this email.
Instructions
To create an email within CharityEngine you’ll want to follow these steps;
First navigate to the People App > Organizations & People > Contacts.
Search for the contact you wish to email and open the contact record.
Locate the contact's email address Find the contacts’ email under their name and click on the intended email address.
Next, you’ll find an email creative window pops up. Here you can create your email and click send. You’ll get a success screen when complete.
Selecting Send on PC will navigate the user to their default desktop email application.
Navigate back to the contact record Record Details > Notes to view a copy of the email delivered to the contact.
