Send an Email from GivingData

The integrated email functionality in GivingData allows users to manage communication with applicants or grantees in one place.

An email can be sent within GivingData from the Interactions tab of a record (e.g. organization, request, payment record, etc.), with the option to utilize an email template. The email is automatically added as an interaction on the record. Email replies from the contact are logged within the interaction, and staff can reply within the email thread directly from the interaction.

1. Navigate to the desired record (e.g. organization, request, contact, etc.) and click the Interactions tab.
2. Click Send Email and select either New Email or one of the available email templates in the list.
   1. Refer to Create Email Templates for details on configuring the available email templates.
      
      
      
3. Complete the fields, and then click Send.
   1. To - Search for and select one or more contacts or staff members as the main recipients of the email.
   2. CC - Optionally search for and select one or more contacts or staff members as CC recipients of the email.
   3. Subject - Enter a subject for the email, or edit the templated subject. 
   4. Message - Enter the message body of the email, or edit the templated message.