How to Send Emails to your Contacts

To help you navigate your fundraising page, we have created simple how to videos. Learn how to send emails to your contacts from your page.

Click on the lower right-hand side to watch the video in full screen.

Steps:

1. The first way is by clicking on the Email tab at the top of your dashboard.
2. The second way is by clicking on the Send Email link under the Fundraise section.
3. Once you click on the Send Email link you'll be directed to your email page. First, make sure that you have contacts to send emails to. Click on All Contacts link.
4. Once you're on the All Contacts page, you can click on Add and individually add each contact. Click on Add.
5. Information fields will appear and you can fill out the information for one single contact
6. Once you have all of the fields filled out with the information you have, click save.
7. You can also import multiple contacts all at once as long as you have all that information. Click on Import.
8. Here are the steps to follow if you have a file with multiple contacts that you wish to contact.
9. Once you have the file done, you can click on Upload Contact File.
10. After adding your contacts, you can make your way back to the Email page.
11. When you're back on your email page, add the contacts that you would like to send an email to.
12. We pre-filled a Subject line to help you get started.
13. You can also even personalize the greeting of the email. Check the box to add a greeting.
14. Once the box is checked, this field for the greeting should appear and the first name of the person you're emailing will auto populate.
15. We also provided email copy for you to send your contacts, but you can also change it to fit you.
16. Once your ready with your email, click Send.