 LouAnne
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| Joined: 17 May 2007 |
| Total Posts: 35 |
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email addresses
Posted: 24 Mar 2010 03:56 PM |
Can I some how get the email addresses from my Donor base to my Outlook Contacts? We want to send out a mass email and it seems like there sould be a way to do that since the info is there.
Thanks for your help!!!
Lou Anne |
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Re: email addresses
Posted: 24 Mar 2010 04:31 PM |
-Under "Donor Management" select "Reports"
-Select "Donor Files"
-specify any needed filters (category, status, etc)
-Select "Run report"
-Click on "Email" field so that it brings all those with e-mails to the top (Z-backwards) or click twice so it brings all those without e-mails to the top and then starts with A-Z
-Select which program you would like to export to and select "Go"
-Once exported into the program you can copy the e-mail(s) you are wanting to send to and paste into an e-mail. You can highlight the whole column at once and paste all at once. you do not have to do this individually.
-Compose your e-mail and send
A suggestion for confidentiality is to put yourself in the "To" field of the e-mail so a copy is sent to you, and all of your donors in the "Bcc" field so that they receive a Blind Carbon Copy, which means they won't be able to see WHAT e-mails are included in this field.
At this time we do not have a specific report to those who are e-mail ONLY. However, if you create an "E-mail Provided" option under the "Category" tab this would be a faster way for you to pull the report in the future.
If I can be of any further assistance please let me know. THANK YOU for your amazing feedback.
Have a BLESSED day,
Ashleigh |
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CRoth
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| Joined: 06 Apr 2009 |
| Total Posts: 8 |
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Re: email addresses
Posted: 06 May 2010 10:40 AM |
Thank you for this explanation. The only problem I had when I followed the directions was that you said "You can highlight the whole column at once and paste all at once. You do not have to do this individually." I did not find this to be true and only the first email listed pasted. Is there anything that I might have been doing wrong?
Thanks for you great support!
Carol |
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Re: email addresses
Posted: 06 May 2010 10:43 AM |
Carol,
You will want to click and drag to highlight the entire column of e-mail addresses and then paste into your mail message "To: CC: BCC:" An alternative would be to click on the very first e-mail address and then click shift, find the last e-mail address and while still pressing shift click on the last e-mail address. This will highlight all of them.
Blessings,
Ashleigh |
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Re: email addresses
Posted: 06 May 2010 11:53 AM |
Hi Carol,
If you have MS Word, you can do an email merge similar which works similar to a mail merge except you send emails versus printing pages. In that case you would just need to export the donor list to an excel file from CenterPiece:
In CenterPiece:
Export donor name/addresses (including email) to Excel.
To do this run the Donor Files report.
Save the Excel File (be sure to save the file as and Excel 97-2003 WorkBook (.xls)
Then in MS Word:
Create your mail merge document and then when you merge, specify that you want to do a mail merge to email versus another document.
Outlook:
You can also import the excel sheet into MS Outlook contact through the File Import/Export fucntion in Outlook. FYI.
hope that helps.
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