Mailings
Create and send out mailings.
By Cristiana1 author16 articles
- Create a mailingFollow this guidance to send emails to multiple people at once.
- Mailing export incorrectFollow these steps if a mailing export shows incorrectly.
- Log letters created outside of CRMFollow these steps to log letters made outside of Access Charity CRM.
- Segment a mailingFollow these steps to correctly segment a mailing.
- Salutations not pulled from PreferencesFollow the guidance in this article if the incorrect salutation is being pulled from Preferences.
- Communication blocksThis article explains how to set up communication blocks which restrict communication with a contact.
- Receipt a paymentFollow these steps to create a receipt for a payment or batch of payments.
- Exclude contacts from a mailingFollow these steps to exclude contacts from a mailing.
- Use different addresses for mailingsFollow these steps to set up different addresses for different mailings.
- Mailing 'Exclude Ref' functionExclude Ref in a mailing excludes people who didn't receive the previous mailing.
- Acknowledge a batch of paymentsFollow these steps to acknowledge a batch of payments.
- Create letter rulesThis article explains how to create letter rules and apply them to mailing templates.
- Create an email mailingThis article explains how to create and manage email mailings, including building recipient lists and configuring mailing options.
- Dedupe a mailing by householdYou can dedupe a mailing by household by following the steps in this article.
- Soft credit an existing communicationLearn how to assign a soft credit for a communication record to another contact using the Contacts module.
- Log a received email against multiple contactsUnderstand how to record a received email against more than one contact in Charity CRM.