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.
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.
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.
To track an email:
Open an email or create a new message in Outlook.
Select the CharityEngine connector.
Confirm or change the associated constituent, if necessary.
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.
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.
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.
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.