With a lot of your workforce’s communications occurring on-line lately, it’s straightforward to overlook essential updates and pressing requests from donors. What if your entire donor communications might occur in a single place?
Donorbox CRM’s Mail Middle provides environment friendly, streamlined instruments that will help you talk extra successfully. On this article, we’ll stroll you thru all the things that you must learn about Donorbox’s Mail Middle, together with the way it works and learn how to use it.
What’s Donorbox Mail Middle?
Donorbox Mail Middle is a part of the Donorbox CRM platform. It lets you learn, write, and ship emails straight from Donorbox – so that you don’t need to navigate to your e-mail supplier! Plus, all emails are robotically saved on every supporter’s profile, permitting you to trace your donor communications simply.
Mail Middle additionally lets you join a number of Gmail and Outlook accounts into one mixed inbox, streamlining your workforce’s efforts.
From July 1 to September 30, 2024, the Donorbox CRM beta is obtainable for all Donorbox customers to check out! We’ll cowl learn how to entry this device later on this weblog.
Advantages of Utilizing Mail Middle
Mail Middle was designed to make the essential activity of connecting with donors even simpler.
1. One inbox to rule all of them
We’ve all been there. A donor reaches out to your teammate who’s on trip and received’t be capable to reply till subsequent week – however the donor wants one thing urgently. Having one mixed inbox helps your workforce keep on high of constructing these all-important donor relationships. This lets you share the load and work collectively with out something slipping by way of the cracks.
2. Simply assign duties
Mail Middle makes it straightforward to assign e-mail chains to your workforce members. When a brand new e-mail is available in, merely choose which workforce member wants to reply to it. For instance, let’s say one in all your workforce members will get an e-mail from a supporter with a query about your annual gala. You’ll be able to simply assign it to the workforce member accountable for planning the gala so the suitable particular person responds with the suitable info.
3. Routinely monitor communications
No extra manually inputting donor communications! If you use Mail Middle, all of your emails are robotically added to your supporter’s profile so you’ll be able to simply see the place you left off. This offers essential context to your subsequent outreach try.
4. Ship knowledgeable communications
Streamline your communications by having all the info you want only a click on away as you write your emails. In a Mail Middle message thread, you’ll be able to entry your supporter info by way of a particular facet panel that features essential info like handle, full title, transaction historical past, and extra.
How Mail Middle Works
Now that you already know the various advantages of Mail Middle, let’s have a look at the way it capabilities.
1. Your knowledge is protected
Initially, belief that your knowledge is safe. If you join Mail Middle to your Gmail account, no knowledge is being imported or utilized by Donorbox. Donorbox scans your Gmail inbox for labels to determine which emails have been beforehand despatched by Mail Middle (if any). This permits Mail Middle to perform with out accessing pointless emails or knowledge.
Study extra about Donorbox’s industry-leading security measures here.
2. Emails despatched by Donorbox obtain a label
As talked about above, once you ship an e-mail utilizing Mail Middle, it can obtain a particular Gmail or Outlook label. This permits Mail Middle to import emails despatched utilizing Donorbox so you’ll be able to hold your entire communications in a single place.
3. Mail Middle solely sends to current supporters
To ship an e-mail utilizing Mail Middle, you have to first make the e-mail recipient an current supporter. Doing so lets you hold correct and full communication information for every supporter. You may as well hyperlink e-mail addresses to current supporters who’re listed with completely different e-mail addresses by way of a simple record-merging function.
4. Solely emails despatched from Mail Middle are saved
In case you ship an e-mail utilizing your Gmail or Outlook account from outdoors of Mail Middle, it won’t be saved on Donorbox.
Methods to Use Mail Middle
1. Entry Mail Middle
To entry Mail Middle, you’ll first must entry Donorbox CRM. You are able to do that by discovering the “Interact” part of the principle menu out of your Donorbox account. Beneath that part, click on “CRM.”
From there, you’ll be capable to choose the “Mail Middle” tab and proceed to connecting your account.
In case you aren’t already a Donorbox consumer, or if Donorbox CRM has not been activated in your Donorbox account, please fill out this interest form to use for the free beta trial.
2. Join your Gmail or Outlook account
From the Mail Middle web page, you’ll be capable to join your Gmail or Outlook account for those who haven’t executed so already. Merely click on which account you’d prefer to hyperlink. You’ll then be prompted to log in to your account and grant the required permissions.
Your workforce members can add their accounts, too! This permits anybody within the group to see a mixed inbox with all messages despatched from Mail Middle.
If that you must change your account connections at any time, you are able to do so by clicking the gear-shaped icon to entry your Mail Middle settings.
3. Ship an e-mail
If you’re able to ship an e-mail, click on the blue “New Message” button within the high proper nook of your display.
From there, you’ll be able to seek for a supporter, enter your topic, and choose which workforce member the e-mail is coming from (you probably have a number of workforce members utilizing Mail Middle).
Use the wealthy textual content editor to customise the physique of your e-mail to your liking.
4. Add a signature
You could have the choice so as to add a customized signature to your e-mail to extend the professionalism of your outreach. So as to add a signature, you’ll be able to click on “Handle Signatures” from the New Message web page, as pictured above.
You may as well click on the gear icon within the high navigation of Mail Middle to entry your signature settings.
You’ll be able to add textual content and pictures to totally customise your signature. Select a reputation to your signature to distinguish it from any others your workforce members may add. If there aren’t any different saved signatures, Mail Middle will select this signature by default.
5. Assign emails to workforce members
To assign e-mail threads to workforce members, click on on the e-mail thread you want to assign. From there, you’ll be able to search and choose the workforce member from a dropdown.
You’ll then see the assigned workforce member marked on the e-mail thread.
You may as well filter your inbox, despatched, and drafts by whether or not they have been assigned.
6. Ship communications from a supporter profile
To ship a communication straight from a supporter’s profile, first entry the profile. Then navigate to the “Communications” tab and click on “Ship E-mail.”
Like all different emails despatched by Mail Middle, this e-mail shall be saved in the identical tab for future reference.
Conclusion
Whether or not you’re a longtime fundraiser or are simply getting began, Donorbox CRM’s Mail Middle provides environment friendly performance to make your on a regular basis duties smoother.
Entry your fundraising emails in a single place, entry essential details about your supporters, and robotically log all communication in a strong supporter profile so that you by no means lose monitor of your donors. This helps you make each donor really feel like an important donor on the planet – as a result of all of them are.
Donorbox’s complete fundraising features empower you to lift extra, construct higher donor relationships, and assist your mission. Join in the present day and begin fundraising in quarter-hour!
For extra nonprofit ideas, try the remainder of our Nonprofit Blog. Subscribe to our publication to obtain the very best of the weblog in your inbox each month.