Email & SMS

Email Marketing

The year-end appeal goes to lapsed donors in three counties, not the whole list. Build the segment from donor data, send it by email or text, and read opens and clicks per send. Deliver through us or through your own Google, Microsoft, or SMTP account.

FundraiserMax email dashboard with delivery, open, click, and bounce rates and a daily sends chart
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CommunicationsEmail, text, and calls from one donor file

Send From the Donor List, Then Read the Report

Targeted Campaigns

Pull recipients straight from your segments (lapsed donors, monthly givers, donors in one county) instead of exporting a list. Merge fields fill in names, salutation, and contact details from the contact record.

Automation

Sequences run off your contact lists: a welcome series when someone joins the list, a re-engagement series when you add lapsed donors to one, and later steps that wait on whether the previous email was opened or clicked before they send.

Performance Tracking

Every send gets a report: opens, clicks, unsubscribes, and bounces. Read how the deadline appeal landed before the follow-up goes out.

From Draft to Delivery Report

Email Designer

Build emails in a block editor. Add, reorder, and edit sections, start from a saved template, or paste in your own HTML. Add buttons, images, and merge fields that pull from the contact record.

List Management

Unsubscribes and hard bounces are suppressed at the next send without anyone editing the list. Segment by giving history, event attendance, and tags, and check addresses before a send at $0.01 each.

Deliverability

Send from an authenticated domain. The Reputation tab checks your sending domain and IP against eight public blacklists, and each campaign report lists the bounce or drop reason per address.

Built-In SMS Outreach

Text the same segment you emailed. A launch-day appeal, an RSVP reminder, or a deadline push goes out over both channels from one contact list, and every message lands on the contact record next to the emails. Texting needs a sending number at $10 per month, with no per-message charge.

Connected to Your CRM

Recipients come from the contact records, not a separate marketing list. Pull a smart segment (lapsed donors, monthly givers, event attendees), and every open, click, and unsubscribe writes back to the same record that builds tonight's call sheet and the treasurer's export.

Where Your Email Sends From

Managed Delivery or Your Own Account

Send through our managed delivery, or connect your own SMTP server, Gmail / Google Workspace, or Microsoft Exchange account. Switch at any time.

Google & Microsoft Sign-In

Sign in with Google or Microsoft. OAuth holds the credentials, so there's no SMTP host, port, or password to type, and mail leaves from the address donors already recognize.

Custom SMTP

Enter host, port, TLS or STARTTLS, and SMTP credentials. Sends go out through your server, so the sending IP and domain reputation stay yours.

Fallback and Retries

Sends that hit a transport error are retried up to three times with backoff before they're marked failed and logged. If a connected provider is missing its credentials, mail falls back to managed delivery instead of stopping.

Who Sends the Mail

Campaign digital directors

Queue the deadline appeal to the lapsed-donor segment in the morning, watch opens and clicks land on the campaign report by lunch, and text the list again before the FEC quarter closes.

Nonprofit communications managers

Send the monthly newsletter to a saved segment instead of a fresh spreadsheet export, with unsubscribes and bad addresses suppressed automatically at send time.

Event organizers

Invite donors near the venue by email, send the RSVP reminder by text the day before, and follow up with thank-yous the morning after, all from the same contact list, with every message logged to the record.

Teams sending from Gmail today

Connect Google Workspace or Outlook with OAuth and keep the sending address you already use, while every open and click writes back to the contact record.

Frequently Asked Questions

Does FundraiserMax include email marketing on every plan?

Every seat does. Email and SMS outreach, smart segmentation, donation tracking, and analytics come with the $40 per user per month or $425 per user per year plan, with no feature tiers. Email volume is metered: 100 marketing sends per account each month are included, and past that it's $2 per 1,000, rounded up. Sending SMS needs a phone number at $10 per month. The 7-day free trial can import contacts, build segments, and set up campaigns; sending marketing email needs a paid plan.

Can I send text messages as well as email?

Yes. Email and SMS run from the same contact lists, so an appeal, a reminder, or an event invitation goes out over both channels and the results sit side by side in analytics and reports. Texting needs a sending number, a $10 per month add-on, and there's no per-message charge.

How do I target the right donors with my emails?

Build the list with smart segmentation and donor targeting: giving history (total given, last gift date, gift count), geography, pledge status, tags, and event attendance. The rules stay saved with the list, so you re-apply them and the list rebuilds from current data instead of sending to a stale export.

Can I import my existing email list?

Upload a CSV. Contacts are unlimited on every plan, any list exports the same way, and a REST API plus an MCP server for AI assistants is there if you'd rather sync data programmatically.

Is FundraiserMax email marketing suitable for political campaigns?

It was built for them. Outreach sits next to contribution records, donation and pledge tracking, and call time, so the segment you email tonight is the same list the candidate calls tomorrow, and a year-end appeal goes out against the same donor file the development office already works in.

Your list is ready. Write the email.

Pull a segment from your donor data, hit send, and see opens and clicks on the campaign report the same day.Sending is built in, with no separate email product to buy. Your plan includes 100 marketing emails a month per account; past that it's $2 per 1,000.

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