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Product Updates

Introducing: Email templates

David Simpson
March 10, 2020

With Email templates you can send emails to people in your database directly from Beacon.

Beacon now makes it even easier to reach out to important people in your database. Whether you need to email someone to say thank you for a cash donation, thank a volunteer for a job well done, or let a member know that their renewal is due, you can do it all from Beacon.

Create email templates that pull data from fields in Beacon to create personalised emails automatically - no need to open a separate email application.

Screen Shot 2020-03-09 at 13.40.21

You can create templates that map the values of fields in Beacon straight into your template. This saves you time and makes sure all of your data is consistent when you email people.

And of course, everything is logged neatly to the recipient's timeline.

Screen Shot 2020-03-09 at 14.01.10

Documentation

If you'd like to find out more about how to use this feature you can read the documentation. The docs take you through how to set up your first email template and give more details on this feature.

It's time to try out this great new charity CRM feature...

Email templates are now live and ready for your to try right now. Log in to send your first email.

Excited about how Beacon helps to keep your data squeaky clean? Got charity CRM questions for us? Fire off an email to david@beaconcrm.org or click the chat button in the bottom right corner of your Beacon dashboard.

More about Beacon - The Modern CRM for Charities