Where can I find the e-mail send button for PACT?
Community Member
1 reply
In order to send a PACT email for a prospect in your pipeline, please take the following steps:
-1. Expand Fundraising by clicking on the > symbol
-2. Find the prospect / LP you would like to send the PACT email to, you can search for their name in the search box
-3. Click on the ‘send email’ button, see screenshot
-4. Now from the drop-down menu, which you will find right next to Email template, please select the PACT email template called "5.1. PACT: Send (v1)"
-5. Click on the green "Send Email" button in the bottom right corner once you're ready to send it
Alternatively:
-1. Click on the big blue plus button in the bottom right hand corner of your screen
-2. Click on "Send PACT"
-3. Fill out the email address
-4. Click on the green "Send Email" button in the bottom right corner once you're ready to send it
-1. Expand Fundraising by clicking on the > symbol
-2. Find the prospect / LP you would like to send the PACT email to, you can search for their name in the search box
-3. Click on the ‘send email’ button, see screenshot
-4. Now from the drop-down menu, which you will find right next to Email template, please select the PACT email template called "5.1. PACT: Send (v1)"
-5. Click on the green "Send Email" button in the bottom right corner once you're ready to send it
Alternatively:
-1. Click on the big blue plus button in the bottom right hand corner of your screen
-2. Click on "Send PACT"
-3. Fill out the email address
-4. Click on the green "Send Email" button in the bottom right corner once you're ready to send it
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