GiftWorks Cloud provides the convenience of sending a mailing to a specific constituent directly from the constituents profile. This feature provides a smooth and easy mailing process, rather than going through the mailing tool and searching for the constituent.
Note: You will need to be sure that you have permission to contact the participant before sending a mailing directly from the constituent record (“Allow to Contact” in “Mailing Permissions.)
Step 1: Start by selecting 'Send message' in the constituents record
In addition to sending an email or letter, GiftWorks Cloud also allows the creation of labels and envelopes. For labels and envelopes, you’ll see a further set of options to customize the size of each.
Step 2: Next, you can either select an existing mailing template or draft a message from scratch. If you wish to use an existing template, you can choose to make edits to it during this time. Any changes made during this process with only effect this particular mailing and not the template itself.
Once the mailing has been sent, it will appear in the Activity tab of the constituents profile.