Introduction
With the help of AI, CharityEngine allows users to access the CRM Mailbox Assistant to create activities and receive information directly to their email inbox by sending an email to the database email concierge. By adding your command to the subject line of your email, you will be able to perform tasks like creating an activity, view your accounts, or even write a fundraising email. This feature is available for all email service providers and not limited out outlook or other Exchange email providers.Table of Contents
Prerequisites
In order to use the Email Concierge & Writing Assistance, account provisioning is required. If you do not already have it provisioned, please reach out to your account manager to discuss how to get it provisioned.
Instructions for CharityEngine Concierge
To utilize the mailbox assistant, all you need to do is send an email to Assistant@CRM.CharityEngine.net with the command in your subject line, as shown below. To get started, type the word Help into the subject line and the database email concierge will send you back an email with commonly used commands.
User Case: How to Create an Activity
If you want to use the CRM Mailbox Assistant to create an activity, use the command "Create an Activity to <insert activity name>".
For example if you want to create an activity to call a donor, put "Create activity to call donor" in subject line 
To see the activity, navigate to the Contacts Application, and under the Activities section, click on Activities to see the Activity listing screen.
If you put any content in the body of your email, that data will be stored as a note on the activity.
Commonly Used Commands
By putting the below commands into the subject line of your email, various tasks will be performed in your CharityEngine account.
- "Help" - get help documentation for admin email commands (example: Help)
- "View top gift prospects" - get a list of ranked constituents who are most likely to give a donation (example: View top gift prospects filter current donors)
- "Create Case" - create a new case (example: Create case for john@domain.com)
- "Write fundraising email" - write a fundraising email (example: Write fundraising email for your organization name)
Writing Assistance - Using AI to Inspire Your Content
Users can use the power of AI to assist in crafting marketing content with the integration of the Writer feature.
Access the Campaign App > Create & Publish > Creative > Create New or Manage Existing
Click on the Writer to initiate the workflow
Add content to initiate the AI generated content
Select the Style of the message
Click GO
The AI generated content will be initiated:
Once content is generated, a similar screen will appear with the suggested content. Users can select to Click here to modify the AI content. Or, users can click on COPY to copy the existing content and paste into the creative.
Be sure to update system tokens where needed (i.e. [Donor's Name]) - replace using the Merge Token feature to replace with [[initiative.audience member.first name]]).
Using CharityEngine Concierge to Track Email Correspondence
This article explains how the admin in an instance interacts with the sender ("super user"), record creation, and activity tracking processes within the system.
1. Admin Connection as the Sender ("Super User")
If you are the admin of an instance, you will be recognized as the sender, often referred to as the "super user."
This is the default behavior when operating across instances. Only an admin in the corresponding instance can initiate this process.
2. Record Handling
No Existing Donor Record:If no matching donor record is found, the system will automatically create a new donor record. The new record will initially have blank fields for further data input.
Existing Donor Record:If a donor record already exists, the system will attach the activity to the appropriate record.
3. Automatic Functionality (No Manual Commands Needed)
Commands are not required to initiate or guide this process—it happens automatically within the system.
To ensure proper activity tracking, users should send an email directly to the constituent and BCC it to Assistant@CRM.CharityEngine.net. This ensures that the system records the interaction correctly.
This process functions can be used in a similar fashion to the Outlook Connector but does not include a pop-up window for user interaction.
4. Email Integration
Emails act as a reference point and do not directly trigger any actions beyond being linked to the activity.
5. Activity Creation
When an action occurs (e.g., sending an email), an activity record is created within the system for tracking and documentation purposes.
6. Admin Access Requirement
Only users with admin privileges in the specific instance can send actions, create activities, or manage these processes effectively.
This process functions similarly to the Outlook connector but does not include a pop-up window for user interaction.
Commands are not required to initiate or guide this process—it happens automatically within the system.
FAQs & Additional Reading
Q. Is the AI writer available elsewhere in CharityEngine?
A. Yes. Throughout the applications, look for the Content Writer within the menu across web forms, surveys, websites, etc.
Q. I'm receiving an error message of "AI integration license is required". What do I do now?
A. Please reach out to your account manage for pricing and feature details.
