Create Email Messages

After you configure integration with Blackbaud Internet Solutions, Email marketing appears on the Marketing and Communications page. Select this link to access the Email marketing page. On this page, you can search for and view email messages, and create direct marketing and membership email messages.

Note: You cannot create templates for emails sent through Blackbaud Direct Marketing. You can, however make a copy of an existing marketing email message and use that as a template. You can also copy the HMTL code from an email template created in Blackbaud Internet Solutions and paste it into a Blackbaud Direct Marketing message. Be aware that some functions available on Blackbaud Internet Solutions templates and messages, such as conditional content, are not available with Blackbaud Direct Marketing messages.

Add an email

  1. From Marketing and Communications, select Email marketing. The Email marketing page appears.

  2. Select Add a direct marketing email, Add a membership email, or Add a sponsorship email. The Add Email screen appears.

  3. Select an email export definition. The export definition defines the merge fields available in the email. The selected definition must include the Finder number, Full name, and Email address fields. For more information about how to create export definitions, see the Blackbaud Direct Marketing Marketing Efforts Guide.

  4. Select Continue. The Add email screen appears.

    • This screen is similar to the email properties and design screens in Blackbaud Internet Solutions. For information about the items on this screen, see the Blackbaud Internet SolutionsEmail Guide.

    • When you design an email message, you must include hyperlinks to the Privacy Page specified on the Settings tab in Sites & settings in Blackbaud Internet Solutions and to a User Email Preferences Form on your website.

    • When you add a link in your message to a Blackbaud Internet Solutions web page, the URL contains valuable information to track data and to automatically populate biographical information on your web page. Use this example to identify each piece of data the URL includes: http://www.yourdomain.org/DonationForm&srcid=[source ID]&srctid=[source type ID]&erid=[email recipient ID]&efndnum=[email finder number]&trid=[tracking ID].

  5. Select Save to save the email and return to the Email marketing page.