Sending Emails in DonorDock
DonorDock provides several ways to send email depending on the type of communication, the number of recipients, and whether the message is marketing or transactional.
Before sending an email, determine what you are trying to accomplish.
I want to... | Use |
|---|---|
Send a newsletter, fundraising appeal, announcement, or other message to a group | Bulk Outreach Email |
Send a personal email to one contact | Send Email Activity |
Send a receipt for one gift | Individual Receipt Email |
Send receipts to multiple donors | Bulk Receipts |
Send contribution statements to multiple donors | Contribution Statements |
Create a series of emails based on contact or giving activity | Automation |
Send a previous bulk email again | Duplicate and Resend a Bulk Email |
Record an email sent from your normal inbox | Log Email or track@donordock.com |
Marketing vs. Transactional Emails
The type of email you are sending determines which templates and sending tools are available.
Marketing emails include bulk Outreach emails and individual Send Email activities. Marketing Templates are used for these communications.
Transactional emails include receipts and contribution statements. These communications use Transactional Templates and do not count toward your organization's monthly Outreach Email allotment.
Marketing and Transactional Templates are separate and cannot be used interchangeably.
Use the guides in this section to learn how to send each type of email.