One of the things I receive questions on as I’m hosting training classes is email through FundRaiser. How does the program know that someone can get emails? What can be sent via email? Is there a copy? The convenience of email, not to mention the cost savings, makes it appealing to use. So let’s talk about emailing within FundRaiser.
For each record within FundRaiser you have complete control over the communications preferences. If someone prefers email—and many people do these days—then the customer’s record can be set to email only. Additionally, with each correspondence that is sent, you can choose if it will be sent through the postal mail or via email where appropriate.
When it comes to email addresses, FundRaiser has the ability to store multiple addresses. Older ones can be marked in active, and when someone wants to have a certain address copied (for example sending to both work and home), that can be designated as well.
FundRaiser stores copies of the emails sent on each customer’s profile, so you can always go back and review what’s been sent. In addition, there’s the ability to draft a single email to a donor or prospect with a click of a button.
The most important thing about email is that for the most part it’s no different from sending out regular correspondence through the mail. For a group of donors where there is a mix of email and regular mail, there will be no difference in the letter. Those that need to be printed will be and can be mailed with labels or envelopes created as normal.
To learn more about how FundRaiser can handle your emails:
Take an online guided tour of FundRaiser and learn about the features in FundRaiser for tracking metrics like Gift Source.