Outlook Connector

The Outlook Connector allows you to log emails sent outside of CharityEngine directly back into your CRM. Instead of manually recording email conversations, the connector automatically associates tracked emails with constituent records, helping you maintain a complete communication history without leaving Outlook.

This integration is especially valuable for fundraising, donor stewardship, sponsorship management, and any workflow where email communication plays a key role.

Benefits of the Outlook Connector

Using the Outlook Connector helps you:

• Log outbound emails directly to CharityEngine

• Track communication history from Outlook

• Associate emails with constituent records

• View donor information without opening CharityEngine

• Reduce manual activity logging

• Keep fundraising and relationship management data organized in one place

Because your communication history is stored alongside constituent records, everyone on your team has access to the same up-to-date information.

Viewing Constituent Information

When you open an email in Outlook, you'll see the CharityEngine connector panel.

If the email address matches an existing constituent, the connector displays key information including:

• Constituent name

• Email address

• Mailing address

• Giving history

• Opportunities

• Cases

• Activities

• Notes

You can hover over giving history to view gift dates and quickly understand the constituent's engagement.

The connector also displays:

• Active, won, and lost opportunities

• Open and closed cases

• Upcoming and completed activities

Many of these records can be created or managed directly from Outlook without opening CharityEngine.

Logging Emails

To track an email:

1. Open an email or create a new message in Outlook.

2. Select the CharityEngine connector.

3. Confirm or change the associated constituent, if necessary.

4. Choose to track the email.

Once tracked, the activity is immediately recorded in CharityEngine. There is no need to log into the CRM separately to save the communication.

When an email is tracked:

• An activity record is created in CharityEngine.

• A summary of the email is stored with the activity.

• Depending on the email size, the full message may also be stored or referenced.

• The communication becomes part of the constituent's permanent history.

Working While Composing Emails

The Outlook Connector is also available while composing new emails.

Simply enter the recipient's email address and open the CharityEngine connector to instantly view the constituent's information before sending your message.

This allows you to review important context such as:

• Previous gifts

• Opportunities

• Cases

• Activities

• Notes

• Contact information

Having this information available while writing helps create more informed and personalized communications.

Common Use Cases

The Outlook Connector is ideal for:

• One-on-one donor outreach

• Gift and pledge follow-up

• Sponsorship management

• Event attendee communication

• Internal constituent-related collaboration

• Stewardship and relationship management

By automatically logging communications, the connector eliminates repetitive manual data entry while improving the accuracy and completeness of your CRM records.

Outlook Compatibility

The latest version of the Outlook Connector supports modern versions of Microsoft Outlook on both Windows and macOS.

Unlike previous versions, the current Outlook Connector is compatible with the newest Outlook experience across supported Outlook desktop applications.