Enabling emails

Any emails requiring further action will display a yellow notification symbol. Click into the email for specific instruction.
Please note, if you have created a custom Layout, you will need to apply these to each email.

Click into the email to edit the content.

  • You can apply your layout of choice.
  • To help you personalize the emails, we provide a set of keywords so that various information can be inserted automatically. For example, a couple of keywords are: %DonorFirstName% and%DonorLastName%.
  • You can also review and edit the plain text version of your email, should you wish to customize.

Finally, to review your email, select Send Preview Email.

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