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Communications Overview

A starting point for lead sources, campaigns, templates, email, text, and printed communication.

Written by Jonathan Marbutt

CoolFocus lets you email and print to the people in your database — a whole group at once or one person at a time — using reusable templates. This is how you send giving statements, thank-yous, receipts, letters, and any other correspondence, all recorded back on each person's history.

Two ways to reach people

  • A whole segment — build a segment (for example, "donors who gave this year"), then use its Email or Print action to send to everyone in it.

  • One person — open a donor or contact record and use the Email or Print action right there.

Either way, you pick a template, fill in anything the template asks for (like a date range), preview, and send. Sent emails and printed documents are saved as activity on each person's record.

What you can send

All of it runs on templates you can customize.

Looking for a public newsletter or text sign-up form?

CoolFocus does not have a standalone public opt-in form that visitors fill out on their own to join a mailing or texting list. See Public Opt-In Forms for Newsletters and Texting for what exists today and how organizations build a list from an outside sign-up form.

Good to know

  • Emails send from your organization's verified email; if one isn't set up yet, a default sending address is used.

  • Recipients without a valid email (for email) are automatically skipped, and everything sent is logged so you have a record.

  • Handle exported or printed files per your organization's privacy policy.

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