Draft emails in Microsoft Outlook for new constituents in Bloomerang
Connect Bloomerang and Microsoft Outlook to streamline your communication process. This workflow will start whenever there's a new addition to your constituent base in Bloomerang, instantly drafting an email in your Microsoft Outlook account. It's an efficient way to quickly reach out to new constituents without the need for manual data entry, saving you time and effort. Make your workflow work for you, fostering faster and effective communication with your audience.
Connect Bloomerang and Microsoft Outlook to streamline your communication process. This workflow will start whenever there's a new addition to your constituent base in Bloomerang, instantly drafting an email in your Microsoft Outlook account. It's an efficient way to quickly reach out to new constituents without the need for manual data entry, saving you time and effort. Make your workflow work for you, fostering faster and effective communication with your audience.
- When this happens...New Constituent
Triggers when a new constituent is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household