Email Exemptions

You can control email notifications at a more granular level by excluding specific donors from receiving certain notifications. Currently, you can add an email rule to exclude donors from receiving action-needed notifications from the Stranded Funds Automation process.

You can manage email exemptions from CSRconnect Admin Portal, Community setup, Users, Email Exemptions. Your role must include the Can Manage Email Rules permission.

You can add a forwarding email address to your email exemption rules. When users in that rule are scheduled to receive an exempt email, the system will send the email to the forwarding email address.

Note: If a user is in multiple rules and with different forwarding email addresses, the system will forward the respective email to each forwarding address.

Create an Email Rule

1. Select Create Email Rule.

2. Enter an Email Rule Name.

3. Enter an Email Rule Description.

4. Under Forwarding Email, you can enter an email address to receive these emails instead. You must include a forwarding email address for the system to redirect exempt emails.

5. Select the emails for exemption.

6. Select Save to add users.

Add Users Individually to an Email Rule

To add users to an existing email rule, select edit from Email Exemptions.

1. Under Assign Users to Email Rule, search for a user.

2. Select Add to add the user to the Users Assigned list.

3. Once you have added all users, select Save.

Add Users in Bulk to an Email Rule

To add users to an existing email rule, select edit from Email Exemptions.

1. Under Assign Users to Email Rule, select Bulk Upload Users.

2. Select Download Template.

3. Fill out and save the CSV template.

4. Select Continue.

5. Upload your file, then select Upload File.

6. Select Publish. The users included in the template now appear in the Users Assigned list.

7. Select Save.