Sending Tracked Emails

Authored by:
on 7/27/2023 4:55:00 PM

There are many places where you can send a tracked email inside of the CharityEngine CRM.  Basically, any place where you see an email address, if you click on the address a pop-up will display.  Inside of the pop-up you can configure how the associated activity will be tracked.  This is different from sending campaigns; it's more so designed for sending one-on-one correspondence that you want recorded inside of the CRM.  

For instance, if you click on the email address inside of a contact record, the email pop-up will display:





Once you have sent the email, you will see it listed under Activities.

Email Relay Configuration

By default, emails are sent from CharityEngine.  No set up is necessary if you would like to use this default option.  If you want emails to send through your email server, please follow the directions below:

1. Go to Configuration > Account Settings > CRM
2. In the Email Server field, enter your Server Address, ex. smtp.office365.com

• List Management: How to Create an Opt-In List
• Creating Emails for Email Blasting
• Web Forms: Using Email Auto Responders with Forms
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Peer-To-Peer Dashboard: Emails
• Email Blast: How to Configure a Sender Override
• Data Importing: How to Import Contact - People Data
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Contacts
• Contacts: How to Create, Use and Manage Cases
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Contacts: Updating Donor Passwords
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters
• Web Forms: How to Add an Email Opt-In List
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Email Campaign: How to Create a Simple Email
• Contact Records: Creating Custom Field Groups and Custom Fields
• Email Campaign: How to use A/B Email Testing
• Email Campaign: How to Schedule an Email
• Email Campaign: Basic Email Checklist
• API Configuration: How to Configure your WealthEngine API Key
• 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
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Email User Guide
• Online: User Center Configuration
• Communication: How to Send Messages from Listing Screens
• Contact Records: Changing Contact Type
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Contact Management: Contacts Who Are Online Now
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities
• Contact Records: Addresses
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Leveraging Internal (Carbon Copy) for notification of donations
• Contacts: How to Manually Validate Email Addresses.
• Contacts: Creating & Adding Tags or Groups
• Sending Your First Email Campaign
• Shared email domain
• Selecting Email Audience
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• Why did my email test go to my SPAM folder?
• Printing the Contact Summary Page
• Email Open Rates
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Contacts - Editing Contact Record Panels
• Contact : Notes
• Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Contacts : Files
• Contacts: How to Create and Manage Household Contact Records
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Contacts: Adding Contacts to Your Basket for Exporting
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Contacts: How to Create and Manage Organization Contact Records
• Campaigns & Marketing: Creating and Managing a Communication Series
• Reports & Analytics: How to Use the Constituent Density Report
• Outlook Connector
• Events & Volunteers : Registrations
• Campaigns: Widget Generator
• Contacts : Deleting Contacts in Bulk
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Contacts: People, Households, & Organizations search
• Search & Manage Contacts
• Contacts: Adding Contacts to an Email List
• Data Importing: Contacts & Use of Contact Matching
• Exporting Data: How To Export Data from a Query