You can email all your donors or donors in the "Contact" section of your Zeffy dashboard.
➡️ Send bulk emails from your Dashboard
- Log into your Zeffy dashboard on a computer.
- Click on "Contacts" in the menu bar on the left-hand side.
- Click on "+ Filter" near the top of the page. Here, you can apply multiple filters to filter the donors, members, or buyers you want to reach out to. You can filter for the following
📅 Last Transaction - Filter for contacts who made their most recent transaction in your account before, after, between, or on date X.
📅 First Transaction - Filter for contacts who made their first transaction in your account before, after, between, or on date X.
📅 Transaction Date - Filter for contacts who made a transaction before, after, between, or on a specific date.
📝 Completed Form - Filter for contacts that completed one or multiple forms in your account.
🏷️ Tags - Filter for contacts that are tagged with a specific tag.
🖊️ Note - Filter for contacts whose notes are exactly or contain X.
📧 Email - Filter for contacts whose email is exactly or contains X.
📙 First name - Filter for contacts whose first name is exactly or contains X.
📕 Last name - Filter for contacts whose last name is exactly or contains X.
🌐 Language - Filter for contacts whose language is set to English or French.
🏢 Company - Filter for contacts whose company name is exactly or contains X.
🙏 Monthly Donation - Filter for contacts whose monthly donations are active, or canceled, or for contacts who don't have any monthly donations.
- Once you have selected a filter, click on the checkbox to select all the contacts in the filtered view.
- Once all contacts have been selected, click on "New Message" in the top right of your page. This will open a new page where you can edit the contacts of the email.
💡 You can add a variable to your email address to make it more personal! Click on Variable and select the variable you would like to add to your text.
➡️ Test your Email:
To make sure that everything looks correct in your email, click on test at the very bottom of your page. This will send a test email to your account email!
➡️ Save a draft of your email:
To save a draft of your email, simply close the email editing window. Your email will automatically be saved into your drafts. To view your draft emails, go to "Contacts" > "My Emails" in your dashboard and click on drafts at the top.
➡️ Track your email
You can easily track the performance of your email from your dashboard. To do this, go to "Contacts" > "My Emails" in your dashboard and click on sent at the top. Click on the email whose performance you would like to see, and a window will open towards the right of your screen.
You'll be able to see how many emails were delivered, pending, opened, clicked, and how many failed to deliver.