Email Templates



Professional communication with email templates

Create and send personalized emails to individual contacts or groups using ready-made templates. Templates can cover donations, birthdays, events, or general communications.

A typical use is a donation thank-you email. You can record donations individually or import in bulk. Generate thank-you emails either individually or in bulk, personalizing each message before sending.

This feature is flexible: examples include birthday emails, donation drop-off acknowledgments, or donation collection thanks. Personalization with merge fields ensures each contact feels recognized.

Watch this video to see a donation thank-you email example. You can mail merge donor name, donation amount, and donation date, then send the email directly to the donor.

To send emails to a group of contacts, use the Bulk Email and Newsletters feature. It allows merge fields and tracks deliverability statistics.

More on templates:


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