Donor Management System
Communicating with your Donors
This session is all about communicating with your donors through the DMS. Specifically, learn how to thank your donors, send single or bulk emails, configure the DMS MailChimp integration, and create documents for your direct mail needs.
Experience: Intermediate
Duration: 30 minutes
Pre-requisites: Getting Started
| Agenda: |
- The Importance of Donor Retention
- Thanking Donors Through CanadaHelps.org
- Thanking Donors: DMS Tax Receipt Thank-You Note
- Thanking Donors: DMS Tax Receipt Thank-You Email
- Thanking Donors: Creating Custom Templates
- Sending a Single Email
- Sending Bulk Emails (DMS Mail)
- Creating Groups & Smart Groups
- Email Performance Reports
- DMS MailChimp Integration
- Creating Letters and other Printed Documents
- Printing Mailing Labels