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Becca Davis: Nonprofit Cloud Portfolio
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Training Documentation

Creating a Campaign

Follow these simple steps to create a marketing campaign. If you enter all of the information (some of which is marked as optional below), it will help you track the campaign’s ROI.
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Creating an Email Template

Follow these steps to create an email template that others in your organization can also use. We recommend using the Coalition Letterhead for the template.
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Sending a Mass Email

Follow the steps below to send a Mass Email using an Email Template. In this example, we’ve already created a campaign (Renewal Ask 2022, see above) and added members to the campaign (see Release Notes for more information) and created an Email Template (Giving Tuesday, see above).
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Next: Release Notes
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