Engage setup ⚙️
First, open your dashboard and head to Engage in the sidebar. If you don't have access to Engage yet, visit the Engage tab in your dashboard and click the Request Access button for consideration.
New message or template ➕
When Engage is set up and ready to use, click New Message in the top right.
Choose Email Message to create an email from scratch, or choose Start with template to use a built-in templates. Available email templates include:
Filter your contacts 📙
The first screen you'll see is the list of contacts you want the message to be sent to – your mailing list! By default, all your contacts will be included. To narrow this down, create a new Filter to include a targeted group of contacts.
You can create filters to create targeted groups based on a variety of different criteria, such as:
Presets: A selection of preset options, including one-time donors
Campaigns: Donors who have given to a specific campaign
Contact: Donors who have given a certain amount, recurring donors, contacts since a certain date, or by tags
Team Member: Team Members on campaigns based on how much they've raised, the date they registered, or the number of supporters
Transactions: Donors who have a Transaction meeting the criteria set, ie. credited to a specific Team Member, over a certain amount, or by date
Tickets: Ticket holders of a specific ticket type, status (ie. checked in), or by number of tickets purchased
Recurring Plan: Donors with recurring plans by start date, amount, frequency (ie. monthly donors), or payment method
DonorSearch: Criteria set by DonorSearch such as rating or annual gift likelihood
Custom Fields: Filtering options will vary based on the type of contact custom field.
Text fields: Includes or excludes
Number fields: Greater than, less than, or equal to
Date fields: Includes or excludes date selection
Toggle fields: yes or no
Option fields: All, Any, or None of available options
These are cumulative filters, so you can select multiple criteria. Contact tags are a great way to designate a specific group of donors.
You can also filter contacts by clicking the dropdown arrow to the right side of the filter button. This will give you the options of segments (saved filter groups) and presets.
Subscription status ❌
If a contact has a red bell icon next to it, this contact is unsubscribed. Unsubscribed contacts will not be sent a message, even if they are displayed in your filtered list of contacts.
If there are just a few, there's no action you need to take, and you can go ahead and proceed to the next step. If all of your contacts are unsubscribed, you'll need to bulk subscribe your contacts – this is often the result of a data import issue, and it can be fixed.
Compose your message ✏️
After finishing up your contact list, click Next, and you'll be taken to the message composer, which is formatted like an email composer. In the top section, you'll see:
the number of contacts it'll be sent to and any excluded contacts
a field to choose an email sender
the subject of the message
any file attachments you'd like to add
First, name your email - this will help keep you organized later on! You can do this by clicking the pencil icon next to the title, which will be a draft number by default. (You can also do this after a message is sent.)
Choose your email sender. This will be the email address that displays as the "from" email when it's sent out. This is part of the setup process. If you missed this step, follow our directions to add email senders.
Add a subject for your message. This is limited to 255 characters.
You can then add attachments to your message.
Up to 5MB of attachments are supported
Up to 10 separate attachments
Images, PDFs, and MS Office files are supported
Head to the next section, where you'll see your brand color and logo pre-populated in the composer. If they need to be adjusted, you can edit your outbound branding settings.
Click "Message..." to begin typing your message. If you have chosen a template, your message will be auto-populated. Areas for customization are indicated by [text in brackets].
Composer options ✉️
Undo and Redo
Paragraph – options for body text and headings
Bold, Italic, Underline, Strikethrough
Text Color – choose colors for your text from a preset, or enter a custom color
Link – enter a URL to link to, the text to display, and a title (displayed on hover)
Merge tags – add customized information about your donors, including:
Contact Details (email address, mailing address, etc.)
Custom Fields (additional contact information added by you)
Donations (last donation date, largest donation amount, etc.)
Primary Details (first name, full name, company, etc.)
Canva – log into our native integration with Canva to add custom graphics
Image – insert an image via URL or upload
Maximum image width is 600 pixels and size is 5MB
Media – insert video content via URL or embed code
List options – numbered lists and bullet points
Complete list of Engage merge fields
Complete list of Engage merge fields
Address Line 1
Address Line 2
Last Donation Amount
Last Donation Date
Largest Donation Amount
Largest Donation Date
Total Donations This Year
Total Donations Last Year
Send a test email 🔍
Once you're happy with your message, you can send a test by clicking "Send a test" in the upper right corner of the composer. You can send a test email to multiple people if you like.
Schedule and preview 👀
Next, you'll need to decide when you want your Engage message to go out!
Schedule for later (set a date and time)
Below the Schedule section, you'll see a preview of your message.
Click the Send Email or Schedule Email button in the bottom right when you're done.
Your message will now appear under the Sent or Outbox tabs in Engage.
Once it's sent, a look at your outbound message statistics to see how many people have opened your message!
My Engage message is sending slowly, or has only been delivered to some of the contacts I selected.
Engage emails will start sending immediately at the scheduled time, but it can take some time for your email to reach everyone depending on how big the list is. This can also take a little longer if you have large attachments or images added to the email.
My message was scheduled to send, but it still shows in my outbox.
Please contact us at [email protected] so we can look into this further for you.
Are there other dynamic variables I can use, such as donation amount?
Unfortunately not at this time – first and last name of the donor are the only available dynamic variables available.