Sending Individual Emails through DonorDock
In addition to bulk Outreach Emails, you can send an email directly to an individual contact by creating a Send Email activity.
This is useful for one-to-one communication that does not need to be sent as part of a Marketing List or bulk email.
Create a Send Email Activity from a Contact
Open the contact's record.
Click +Add in the top right.
Select Add Activity.
Choose Send Email.
Complete the email information.
Click Create and Save.
The email is sent immediately when you select Create and Save. You can also create a Send Email activity from the Quick Add menu by clicking the blue + in the top right of DonorDock and selecting Add Activity.
Send Email Fields
Field | Description |
|---|---|
Send To | The contact receiving the email. The message is sent to the contact's primary email address. |
Send From | The DonorDock team member the email will be sent from. |
Email Subject | The subject displayed to the recipient and on the activity in DonorDock. |
Use Template | Turn this on to select an existing Marketing Template. |
Email Message | The body of the email when a template is not being used. |
Campaign | Campaign associated with the email, if applicable. |
Appeal | Appeal associated with the email, if applicable. |
Individual Emails and Unsubscribed Contacts
A contact's Unsubscribed status prevents bulk marketing emails sent through DonorDock Outreach.
It does not prevent an individual Send Email activity from being sent directly to the contact.
If the contact has specifically asked your organization not to receive further email communication, your team should still respect that communication preference when deciding whether to send an individual message.
Attachments
Attachments cannot be included with emails sent through DonorDock.
If you need to share a document, upload the file to an appropriate online location and include a link in your email instead.