Allow a standard user with no access to transactions to access the Emails section in Communications
Allow a standard user with no access to transactions to have limited access to emails so that they can design & send mass emails without seeing giving information.
over 1 year ago
in Email / Users
4
Not Prioritized
Add ability to preview (and edit) an email before sending from saved donation
The ability to generate emails (as well as letters) upon saving a donation is a nice new feature, but it would be significantly better if the email could be at least previewed and preferably edited before it is sent (similar to how letters are han...
. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors.
I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
Don't add bounced/dropped emails as donor interactions
If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
Acknowledgement tasks should have the option to turn into acknowledgements on transactions
When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
It would be nice to be able have the social media account info specified in the Organization Settings used as the default when adding social media icons to an email. We often duplicate previous emails to use as "templates" for a new email, so the ...