WayCool Software, Inc.

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

Communications Overview

Email one person or a whole segment using a template. Segments can be emailed but not texted.

Sending Emails

Build and manage email templates and printable document templates, including merge fields and the standard templates.

Email & Document Templates

Create year-end or custom-period giving statements and email or print them for one donor or a whole segment.

Giving Statements

How gift receipts work: send them automatically, in a batch, or one at a time, and track which contributions were receipted.

Gift Receipts

Print letters, statements, labels, and envelopes from a document template for one record or a whole segment.

Printing, Labels & Envelopes

CoolFocus has no standalone public newsletter or text sign-up form. What exists today, and how to build a list from an outside form.

Public Opt-In Forms for Newsletters and Texting

Change the From address from notifications@donors.app to your own domain, and check where replies go.

Send emails from your own domain (and where replies go)

Jonathan Marbutt

Communications

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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