Home → Campaign Manager → Spreadsheet Imports and Other Tools → Thank You Manager

15.12. Thank You Manager

To send a thank you message go to: Tools > Thank You Manager.

You can view, edit and organize previous thank you efforts from this page. Click on the folder icon to edit the names and groups of previous thank you efforts. To select individuals to be thanked, select the Filter button and enter any desired filters. The filters you set determine who shows up in the Records to be Thanked section. Records in this section will be included in any mass email or direct mail Thank You job. 

To send out thank you messages to your selected individuals click the blue new mass email or new direct mail button in the upper right hand corner.

 

To send a new mass email:

(Back to Top)

Step #1: Enter the title of your email, give your email a description, click next.

Step #2: Give your email a subject line, use the editor to format your email.

Step #3:  Enter the "Send From" email address, enter the sender's name, enter your "Reply to" address. Assign an owner to the project.  

Step #4: Select a previously stored query, choose which email address to send the email to. 

Step #5: Review your number counts, schedule your email for delivery, click the green send button. 

 

 

---

 

To send a new direct mail:

(Back to Top)

 

Step #1: Enter a title and description for your direct mailing.

 

 

Step #2: Enter a subject line and format your email.

Step #3: Assign the project to a member of you organization.

Step #4: Select a previously saved search query.

Step #5: Review your information and click send. On the next page click the download icon and print off your letters.