When you create an email, you can add:
Merge fields — Placeholders for personalized data. For example, to greet a recipient by name, insert the First Name merge field at the beginning of your email.
Email filters — Criteria that you select to build the email recipient list.
The email type determines which merge fields and filters are available. If you change the email type, the available merge fields and filters change.
Tip: Don't see this in Bloomerang CRM? Contact us to upgrade your free account to start creating emails.
In this article:
Change the Email Type
When you first create an email, you select an email type:
Constituents
Transactions
Interactions
The email type determines the merge fields and filters available for an email. You can change the email type.
When you change the email type, Bloomerang CRM checks whether you’re using this email as a custom confirmation email for online forms. Bloomerang CRM also checks whether your template contains merge fields or data tables that are specific to the email type. Before you can change the email type in these cases, Bloomerang CRM prompts you to select a new confirmation email for online forms and delete type-specific merge fields and data tables.
To change the email type:
Click Communications.
Click Emails.
Click the email you want to edit.
From the Type list, select the email type: Constituents, Transactions, or Interactions.
To confirm, click Change Type.
Click Save As and select an option.
Add or Edit Merge Fields
To personalize email content, add descriptive merge fields.
To add or edit merge fields:
Click Communications.
Click Emails.
Click the email you want to edit.
Click Design.
To add a merge field:
Click where you want the merge field to appear.
Click Insert Merge Field.
Select a merge field and click Insert Field. The merge field appears in your email.
To change an existing merge field:
Click the merge field.
Click Insert Merge Field.
Select a merge field and click Insert Field.
To delete a merge field from your email, click it and then press the Delete key on your keyboard.
If the merge fields that you need don’t appear, you can change the email type.
Click Save And and then select an option.
Add or Edit Email Filters
To build the email recipient list, add or change filters.
Keep in mind that emails automatically exclude some constituents. See the Automatic Exclusions section on this page.
To add or edit filters:
Click Communications.
Click Emails.
Click the email you want to edit.
Click Recipients.
Add or edit filters. If the filters you need don’t appear, you can change the email type.
Click Save And and then click Preview.
Click Recipients and review the recipient list.
To edit the email, click Make Changes.
To send the email, click Send and select Send Now or Schedule for Later.
Read more about how to use filters:
Households in Filters
When you build an email in Bloomerang CRM, you can change the filter settings so only the Head of Household receives your mass email. For more information, read How Do I Email Only the Head of Household?
Automatic Exclusions
Emails exclude inactive or deceased constituents by default. Transaction-based emails also exclude soft credits. You can remove these filters if needed.
Bloomerang CRM skips sending emails to constituents who:
Do not have a valid email address.
Have unsubscribed from this template's email interests or opted out of all emails.
Do not have values or have more than one value for a merge field in the email.
Related
Video: Use Households in Filters (2 minutes)