It is easy to send an email to a constituent directly from their constituent record. This allows you to easily send correspondence such as thank you letters, electronic invitations and more to an individual constituent. Emailing your constituents from within DonorPro saves you time and money. To email more than one constituent at a time please refer to the Word Processor section of the User’s Manual for more information.
Configuring DonorPro to send Emails to Constituents
Type the Default “From” (Email) Address you wish to use when sending Email. Press the Tab key. NOTE: It is a good practice to set up a shared Email address rather than any one person’s real Email address. This allows people who have received Email from your organization to contact you at a later date, even if the original sender is no longer with your organization.
- Type your Server Address such as smtp.snet.yahoo.com. Depending on the version of Windows that you are using, you may need to enter your server IP address. To obtain the server IP address you can either contact your System Administrator or you can ping your server. Press the Tab key.
NOTE: If you are unsure of what your server address is, open your regular Email program such as Outlook. Select the Tools menu, and then select Accounts. Highlight your current Email account and select Change or Properties depending on the version of Outlook that you are using. Look for your outgoing mail server or SMTP. Copy the information from that field into the DonorPro Server Address field.
3. You should not need to change the Server Port number on the DonorPro screen, but the field is provided in case your System Administrator tells you that the mail server does not use the standard port. Press the Tab key.
4. Type your Server Username. This is the user name assigned by your Email service. It could be email@example.com or jdoe%snet.net depending on your Email provider. Press the Tab key.
NOTE: Review your current Outlook Accounts to see what you have listed as your account name.
5. Type your Server (Email) Password.