Sending an email

1. Open the contact and click Send Email.

   karani.co/mail/compose/1042

   

   Compose, with the contact already in the recipient field.

2. Check the recipient. Karani fills in the contact’s first email address; change it if they have several.

3. Write a subject and the body. Optionally insert a template.

4. Send now, or schedule it.

What gets logged

Sending through Karani writes an interaction on the contact automatically, so the message appears on their Communication Timeline and counts toward their last-contacted date.

That’s the main reason to send from here rather than from your own mail client: the record keeps itself.

Thank-you emails need the right type

A sent email logs as an Email interaction. If the message was a thank you and you want it to clear the donor from Unthanked Donors, also log a Thank You interaction — see Thanking donors.

Where the email comes from

Messages are sent on your behalf with your name and reply-to address, so replies come back to you. See Deliverability for what affects whether they arrive.

Sending to several people

The compose screen is for one contact at a time.

• A handful of people, same message — use a template and send individually. Personal emails outperform bulk ones by a wide margin, and it’s less work than it sounds.
• A whole list — use Mailchimp. See Newsletters.

Whichever you choose, log it against everyone with Bulk tasks & interactions.

Contacts with no email address

Send Email needs an address on the contact. Add one on their edit form, or reach them another way and log the interaction.