Segments, not pasted emails
Monthly donors, first-time visitors, and a program team are groups of people you already stored. Add the person once.
CRM
Lists that update when the record changes
A follow-up list should be a slice of the people you already have. When someone gives, visits, or joins a group, the list moves. Staff can still stop a message before it sends.
A list with a person still in charge
The list moves
A new gift or a new group membership changes who is on the list. Nobody rebuilds it from a column copied last quarter.
A next step, not a blast
A new household can get a welcome note. A lapsed donor can get a short check-in. The message is tied to the record.
Staff can stop it
Automation can prepare the follow-up. Someone on the team can change who is included or hold the message.
Questions about this page
No. The list is the people who match right now. A copied column of emails is the list that goes stale.
Let the list follow the person.
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