Send Emails in Bulk

Send Emails in Bulk

To efficiently follow up with donors, you can email multiple donors at once. This is particularly useful when you'd like to manually follow up after the automated emails have run their course. 

1. Filter/Sort Donation Records

Within 360MatchPro, go to the "Donations" tab and filter to sort the correct donors you want to follow up with.


To contact the maximum amount of donors at once, expand the total number of entries shown on the page. 360MatchPro can show up to 250 entries on one page. Scroll to the bottom of the page under the donations table to select the number shown. 



2. Select All, then Bulk Send

Once you've filtered the donation records you'd like to email, click "Select all" and then "Bulk Send Email." 


3. Choose the Correct Email Template

Now, all of the donation records on that page will be highlighted in blue and a new window will appear. Within the new window, select the email template (either one of the six default templates or a custom template you created). At the bottom of the email, you'll see the amount of donors that will receive this email. 360MatchPro will continue to honor the email blocklist & sending limits set within your account. 


4. Sending the Email in Bulk 

To see how the email will look, click the "Preview" button and the window will expand to show you what the donor will see. When you're satisfied with the email wording, click "Send."
Please note: to make changes to the wording of an email, go to the "Manual Outreach" section. Learn more about configuring the manual email templates by viewing this article. 


Wait a few moments for the emails to be sent. You can refresh your page and in the Email column, you'll be able to see the email that has been sent. Click on the email icon to view the email. 

Training Video: Bulk Sending



    • Related Articles

    • Sending Manual Emails

      As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with matching gift forms ...
    • Getting Started: Manual Outreach Overview

      Manual Outreach As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with ...
    • Getting Started: Automated Outreach Overview

      Automated Outreach  The automated email streams are the following:  Match Eligible Unknown Company Ineligible [legacy] Thank You End-of-Year Learn more about automated outreach features:  View this article to see our recommendations for the automated ...
    • Configuring Manual Email Templates

      Manual Outreach As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with ...
    • Our Recommendations in the Automated Outreach

      Within your automated outreach, we give you a variety of options that include customizing emails using your organization's logo, header image, wording, and email template variables. You also have the ability to enable a certain number of emails, as ...