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Sending Email Campaigns from the Contact Listing Screen
Jessica Mocha 1/30/2024 11:24:00 AM

Introduction

CharityEngine has now made sending emails to contacts much easier from the contact listing screen. You can now filter for select contacts and send emails to those contacts from the same screen. This will save time by eliminating the need to create queries every time you want to send a list of contacts any communication.

Instructions

To send emails from the contact listing screen, navigate to Contacts > Organization & People > Search and Manage and start using the filters to create your list.

Once you have used the filters to create your list, ensure all contacts are selected by checking the boxes.


To send an email to the selected contacts, use the More drop-down and select Email Contacts.

You will be navigated to the Email Blast Screen and you will notice the recipients list is already selected.



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