To create an email for prospects on a specific prospect list:

  1. Click Constituent360 > Prospects. The Prospect List page displays.

  2. Click Create Email in the Actions column of the appropriate list. The Prospect Email page displays.

  3. Click the Create a New Prospecting E-mail link.

  4. In the Prospecting E-mail Information section, complete the following fields:

    • Prospecting E-mail Name

    • Sender

    • Sender’s Email

    • Description

    • Security Category

    • Stationery

  5. In the Prospecting E-mail Contents section, complete the following fields:

    • Subject - Enter a subject line that will compel recipients to open the email.

    • Personalize Subject - Select whether to insert the recipient’s first or last name into the subject line.

    • Enter a suggested word to use if the system cannot find the personalization choice (such as Friend or Fellow Supporter of the Arts)

  6. In the HTML Body section, complete the following fields, enter the email content.

  7. In the Text Body section, do the following:

    1. Click the Update Plain Text from HTML button.

    2. Make any fixes or edits.

    3. Click Save.

  8. Text the email by doing the following:

    1. Click Test Email in the Actions column of the email.

    2. After reviewing the information displayed, click the Email Test link.

    3. Verify that the groups are correct or fix the information.

    4. Click the Back button to return to the Prospect Email test.

    5. Click Confirm Send.