1. After logging in, click “My HQ”, top right 

  2. Click “Contact Book” in the left nav bar

Import Contacts

  1. Click “Import Contacts”

  2. Select your contact provider

  3. Follow the instructions in the pop-up window (select “Accept” where applicable)

  4. When the pop-up closes, click “next” in the main window lightbox

Send email

  1. Select the contacts you’d like to send an email to (you can see the last time they donated by hovering over the donate icon) You can also select options - Update My Donors, Email Entire Team or Email Team Fundraisers that haven't raised. Last 2 options are available if you are a team captain.

  2. Click “Actions”, then “Send” (this will take you to the promote via email page)

    1. To add more contacts, click “Add from contact book” and select more contacts

    2. To add contacts that aren’t in your contact book, enter the contact’s email address in the “Add Friends Manually” field, and click “Add Email”

    3. To view which contacts are being sent to, click “Add from contact book”

  3. Select template if you’d like to send a preset email, or select “none” to type your own

  4. Type and edit the subject line and email content

    1. To create a new template from the email you created (to be reused at a later time), click “Save Template”, enter Template name, and click “save”

  5. Click “Send Email”

  6. Review your email (if you need to continue editing, select “Cancel”)

  7. Click “Send Emails”