Actions Overview
What can you do with the Actions Menu?The Actions menu allows the user to perform different activities with the information displayed on the grid. Each grid's Actions menu may perform different activities associated with that grid. For example, from the Constituent grid's action menu you can: - Export to Excel, whic…How do I create an Email List with all constituents?You can use the Actions menu from the Constituents grid. Go to WorkspaceCRMConstituents. Select Actions, then select Create Email List. A new window will open to allow you to add the constituents to an existing list or create a new list. With Create New List selected as NO, you…How do I update an Email List?You can utilize the Actions menu from several grids including Constituents, Gifts, Memberships, Events, P2P Dashboard, and Auctions to add groups of constituents to an email list. You can also use Batch Update in the Actions menu to remove names from an email list. For example,…How do I export all addresses?You can export all the addresses for constituents using the Actions menu from the Constituents grid. Go to WorkspaceCRMConstituents. Select ActionsExport to Excel File. A new window will open with the initial selection to just export the main (a.k.a. primary or default) email an…How do I export all emails?Go to Workspace CRM Constituents and select Actions Export to Excel File. At Export to Excel Option, select Include All Emails. The file will be downloaded to the folder/location based on the web browser setting. For example, Google Chrome and Firefox are setup to download and s…How do I remove constituents from an email list?Constituents can be removed from an email list from the Contacts page in the Email Marketing module. You can use the edit icon to unsubscribe them or use the trashcan icon to delete them from a list. They can be removed from a list one at a time by opening the constituent's reco…Starting an email marketing campaign from the Actions menuAn email list must be created prior to creating an email marketing campaign from the Actions menu. - First, filter your grid to show the constituents you wish to communicate with in this campaign. - Next, create a new email list or add the constituents showing on your grid to an…Print/Email Mail MergeThe Print/Email Mail Merge feature allows you to send letters that you have created in the Mail Merge Templates for this grid. For example, from the Constituents Grid, you can choose letters that are created and saved in Mail Merge CRM Templates. You can learn more about creatin…Print Mailing LabelsIn the Actions menu on the main grids, you will find an option labeled "Print Mailing Labels": When selected, you will be able to choose to print from three mailing label types: - Avery 5160 - Avery 5167 - Avery 6871 You can also choose which label Name you would like printed fr…Print EnvelopesIn the Actions menu on several grids you will find the option to Print Envelopes. Selecting Print Envelopes will open a new dialog box to allow you to choose the: - Envelope Type - Font - Font Size - Return address - which auto populates with the information in your account sett…Print Name TagsSeveral grids have the ability to allow you to print name tags using the Actions menu. Begin by filtering the grid for the constituents you would like to print name tags for. Then select the Action menu and click on Print Name Tags. A new window will open to allow you to choose:…Print BadgesThe Event Attendance grid has the ability to allow you to print name badges using the Actions menu. Badges are different than name tags because they include a QR code for the ticket number. Begin by filtering the grid for the constituents you would like to print badges for. Then…Send Direct Emails from the Actions MenuFirst ensure that you have direct mail activated in your user settings. See this article for information about updating your user settings: https://support.donorview.com/en/support/solutions/articles/9000239283-how-can-i-set-up-direct-mail- After filtering your grid to identify…How do I send a text message to constituents?Several grids such as the Constituent, Events, Event Attendance, P2P Dashboard and Auction allow for you to send out text messages to any constituents with a mobile phone number on file. Once on the grid you are able to filter for the desired constituents and Select ActionsSend…Can I schedule a text message campaign?Yes, when sending a text by using the Actions menu from the Constituents, Memberships, Events, Event Attendance, Auction Bidders, or Auctions grid, you have the option of scheduling the message. If you wish to schedule a text message to be sent later you can toggle the Schedule…