CharityEngine Outlook Connector Documentation

• Quick Links
• List Management: How to Create an Opt-In List
• Exporting Data: How To Export Data from a Query
• 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 Email Campaigns from the Contact Listing Screen
• Returning to Dashboard
• How to Use the Conditional Block
• PayPal Gateway Configuration
• System Tokens Vs. Custom Tokens
• Email Campaigns: How to Add Tokens to an Email
• Developer: Integration with Google Analytics and Google Tag Manager Tracking
• 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
• Email Campaigns: How to Test Emails
• Email Campaign: How to Send an Email using a List
• Email Campaigns: How to Leverage Email Analytics
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• General
• Email User Guide
• Contacts: Regions in CharityEngine – Where to find them and how to use them
• Communication: How to Send Messages from Listing Screens
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• MobilePay: Downloading MobilePay by CharityEngine on your Apple Devices
• API: Google Maps Integration for Addresses
• Reports & Analytics: Exporting Large Data Sets - Listing Screen Exports
• Contact Emails
• Windows MobilePay App Swiper Driver
• Leveraging Internal (Carbon Copy) for notification of donations
• Sending Your First Email Campaign
• Contacts: How to Manually Validate Email Addresses.
• 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
• User Account Settings & Administration
• Sending Tracked Emails
• Navigating the Welcome Screen
• Creating a Communication Series
• Media Channel vs. Response Channel
• Registrations
• Widget Generator
• Recycle Bin
• Legacy vs. Compliance
• 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