Donor Management System
The DMS has a built-in DMS Mail (bulk email tool) that can be used for your newsletters, announcements, and any mass communications with your Contacts and donors.
—> Start by learning how to craft and send a Bulk Email.
Re-Using Your DMS Mailing
Once you’ve successfully created and sent your DMS Mail, if applicable, you can save time on future mailings by re-using it.
1. Visit your Administrative Settings.
2. Under DMS Mail, select Draft, Schedule, and Manage DMS Mails
Draft, Schedule, and Manage DMS Mails
Copy template
4. This will duplicate the entire Mailing (i.e., Stages 1-3). However, you will be able to update the Subject, Name, Group recipients, and content/design of this Bulk Email.
---> Learn more about sending your Bulk Email here.
Copying a DMS Mail Template
You can also clone an existing DMS Mail Template and make modifications to it for future use.
1. Visit your Administrative Settings.
2. Under DMS Mail, select DMS Templates
Draft, Schedule, and Manage DMS Mails
2. Next, you will be presented with all your existing preset templates (CanadaHelps Base templates) and any additional ones you have configured and saved (Configured templates)
Base Template and Configured Templates
3. Hover over one of your Configured templates and select Copy
Copy Configured Template
4. Give your new template a title
Create new template with name
5. Follow our Design Guide to modify this Bulk Email Template. Then, select Save for future use and re-use. This new template will be available for selection when sending your next Bulk Email (DMS Mail).
Save your New Template