Email your reports right out of DonorSnap!
Once you have saved a report, schedule that report to be emailed once, or on a recurring basis. Continue reading “Schedule your Reports to be Emailed (Report Settings)”
Email your reports right out of DonorSnap!
Once you have saved a report, schedule that report to be emailed once, or on a recurring basis. Continue reading “Schedule your Reports to be Emailed (Report Settings)”
Maintenance > Email Tracking
The Email Tracking page will show you a complete history of emails sent from your DonorSnap site. You can also see detailed statistics of which emails were opened, bounced, clicked, etc. for at least one year. Continue reading “Email Tracking”
Processing > Mass Email Campaigns
Use DonorSnap to send mass emails! Create your report in DataMiner Platinum of who to send your email to, then create and send your email under the processing menu. Continue reading “Mass Email Campaigns”
Processing > Contribution Statement Email
Email your End of Year Tax Statements directly through DonorSnap!
This process will generate stock, merged (for example, will say “Dear Bob”) emails to your donors. Contribution Statement will be attached as a PDF, and appear the same as the printed statements do under Reports > Donation Activity > Contribution Statements.
Such as Dear <Salutation> (will insert the first name of your contact), or DonationAmountPriorYear will insert the total of their giving for last year.
The Text Editor is similar to others throughout DonorSnap: Insert Bullets and Numbers, Tables, Links. Change font sizes and colors, paragraph justifications, and insert images.
You can insert images (logos, pictures, design characters, etc.) into your emails, using images uploaded into the Image Manager under the Maintenance tab.
From there, copy the URL of the uploaded image.
Back in your email click the icon to Insert Image and Paste the URL into the line at the top of this box.
Custom Contribution Statements
Contribution Statements Training Webinar
Printing Contribution Statements
Building DMP Batches for your Contribution Statements Webinar
Adding Images to Emails and Forms
Processing > Email PDF Acknowledgement
Email you Thank you letters as PDF attachments. Select Donations that have not yet been acknowledged and match those Donations with an already loaded Acknowledgment letter.
From there, the Donation Acknowledgment can either be emailed or printed for mailing depending upon the users preference and whether or not a valid email address is available for the Donor. The email acknowledgment is sent as a PDF document along with the email.
The Email Acknowledgment process works like all other DonorSnap screens where you work from right to left using each tab to complete the process. The basic steps are:
Add a new batch to create new letters. Each batch is only used one time, but they can be copied each time you come back. When you’re finished, you can easily see what has been done in the past and archive batches you no longer want to see.
Pending – this batch is currently waiting in the queue and has not started generating your PDF’s
Yes – this batch is actively generating your PDF’s
No – this batch is no longer running or waiting to be run
This column will show the total number of PDF’s in the batch once the PDF’s have started being created.
This column shows you how many PDF’s have already been generated. In other words, this is the overall progress.
Maintenance > Site Setup > Email Settings
On the Email Settings tab, set up default settings for the Pledge Reminder email, Tickler Reminder email, Organization Contact Email, and default set up for Acknowledgement Email PDF. Continue reading “Site Setup – Email Settings”
Use the Instant Email feature to send a quick email to a Contact in your database.
This email will be sent over DonorSnap servers, however you enter your From email address so any Reply will return to your email address.
These emails will also be saved as Notes upon sending.