CharityEngine Outlook Connector Documentation

• Quick Links
• Creating Opt-In Lists
• Exporting Data Jobs From Queries
• Creating Emails for Email Blasting
• Using Email Auto Responders with Forms
• Using the WYSIWYG Editor for Forms and Emails
• Peer-To-Peer Dashboard: Emails
• Customizing Favorites List
• Adding Header Content
• Sender Override
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Mobile Pay App
• Report Builder – Select All Feature
• What Can I Do With Queries: Resend Initiatives to Contacts Who Have Not Opened Them
• Updating Donor Passwords
• Creating Email List From Forms
• Allowable File Types
• Sending Emails from the Contact Listing Screen
• Returning to Dashboard
• How to Use the Conditional Block
• PayPal Gateway Configuration
• On-the-Fly Data Maintenance
• System Tokens Vs. Custom Tokens
• Adding Tokens to an Email
• Google Analytics and Google Tag Manager Tracking
• Creating a Simple Email
• How to use A/B Email Testing
• Scheduling an Email
• Email Checklist
• How to Test Emails
• How to Send an Email using a List
• Email Analytics
• Types of Solicitors
• General
• Email User Guide
• Regions in CharityEngine – Where to find them and how to use them
• Transaction Creation/Update Issue 2.5.21
• How to Send Messages from Listing Screens
• General Ledger Codes vs. Funds
• Downloading MobilePay by CharityEngine on your Apple Devices
• Address Verification in CharityEngine
• Large Data Set - Listing Screen Exports
• Contact Emails
• Windows MobilePay App Swiper Driver
• Sending Your First Email Campaign
• Email Validation
• Shared email domain
• Selecting Email Audience
• Paying Your Bill
• Why did my email test go to my SPAM folder?
• Email Open Rates
• Accounting and Reconciliation
• Manually Sending Year End Statements to Households
• Global Search
• Navigating the Welcome Screen
• Creating a Communication Series
• Media Channel vs. Response Channel
• Registrations
• Widget Generator
• Recycle Bin
• Legacy vs. Compliance
• User Account Policy for Admin Users - Establishing and Maintaining User Access
• API Query Mode
• System Field Lookup
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Adding Contacts to an Email List
• General