How can I send e-mails in the FundraisingBox?
If you would like to directly send e-mails from your FundraisingBox, then you must first activate the e-mail extension and add a sender address. Once you have done this, the webmailer is now activated and ready to be used.
The webmailer opens automatically when you click on the e-mail address of a person or on "answer" in saved e-mails. When answering e-mails the original text will automatically be attached to the bottom. In addition, the e-mail option is also available for donations, bank standing orders, donation receipts, etc., so that you can insert information regarding each selected object (for example, donation amount) into the e-mail.
In the upper section you can select the sender address. The recipient is preselected and fixed when using the webmailer directly via, for example, a selected donation. If you have opened the webmailer directly via a person or e-mail you are still able to change the recipient by typing in an e-mail address or name of a person and selecting the desired entry from the autocomplete drop-down. Please note: the recipient must already exist in your FundraisingBox. Without an existing person in the FundraisingBox the template variables would not work.
CC and BCC recipients can also be added. Here e-mail addresses can be added via autocomplete or manually typed in. Please note: your secret FundraisingBox e-mail address for automatic synchronization does not need to be entered as this happens automatically.
Selecting an e-mail template:
If you would like to send a pre-filled text, then you can select an e-mail template from the right hand side of the e-mail window. The most frequently used templates will automatically be displayed. Alternatively, you can select an e-mail category from the drop-down menu and select your desired template.
The intelligent webmailer automatically recognizes which templates can be used given the information available and only displays these valid templates. By clicking on a template the text will automatically be inserted into the message. Existing variables will automatically be replaced with the data of the recipient, i.e. the text now displayed is the exact text that will be sent. Correct or personalize this information as needed. You can also change the template easily; the old template text will be replaced by the new one. The replacement only works as long as the old template text is not changed.
You can attach one or more data files, such as photos or documents, to an e-mail message. To do this, click on "Attach file" and select the desired file. In order to attach multiple files, hold the Ctrl key (PC) or command key (Mac) and select the desired files with your mouse.
If you want to delete an attachment, simply move your cursor over the file name and click the red X.
Using the extension Postmark or Amazon SES you can send messages with a size of up to 10 MB. When utilizing your own SMTP-server the size restriction can be configured differently.
When you are finished, click on the "send e-mail" button. The message is then sent to the recipients via your e-mail service. Additionally, they will also be sent automatically to your secret FundraisingBox e-mail address so that the protocol of the e-mail in your FundraisingBox can take place.
Mass sending of e-mails:
In addition to the individual delivery of e-mails, the FundraisingBox also offers the possibility to send an e-mail simultaneously to multiple different recipients. To find out more about the process of bulk mailing, please take a look at our separate article.
Please note that via Postmark only individual e-mails can be sent. For bulk mailing please use the optional Amazon SES extension or your own SMTP server.
Note: In order to utilize this functionality, you must have activated an e-mail extension.