Sending an Email Message from the Person Record You can send a one-time message to a person from their person record using the mailing client included in Slate. In the Connect section, select the intended email address for the email. A Send ...

Recipient lists define who a mailing is sent to. There are three ways to make a recipient list: ✏️ Create a new query : Make a query inside the mailing 📥 Import a query : Bring in a query built outside the mailing 📁 Upload a s...

First Draft is your innovative AI companion for crafting initial drafts of emails and text messages, seamlessly integrated into Slate. This intuitive tool leverages contextual information from your database, including person and application detail...

First Draft is your innovative AI companion for crafting initial drafts of emails and text messages seamlessly integrating into Slate. This intuitive tool extracts contextual information from your database, including person and gift details, to a...

With the Deliver Send Ad-Hoc feature, you can send any of your Deliver messages to a single specific recipient.  Inside any Deliver mailing, click Display Message . A Display Message popup appears. Begin entering the intended recipi...

Within a Deliver message, Message Preview and Check Logic provide a way to test logic for specific records, preview sample messages, and confirm that a record meets the logic of the recipient list query. Link Previews will help ensure the validity o...

Before sending a Deliver message, review the Pre-Flight Checks. These errors and warnings identify common mistakes, but they should not be used exclusively for message review. Always test and review all aspects of a Deliver message, including recipi...

Deliver mailings can be sent as one time campaigns or on an ongoing basis. Once you've completed the following checklist and are satisfied with the content and presentation of your message, navigate to the mailing overview page and click Send Maili...

In many system emails and in other email communications sent through Deliver, you may want to link to a destination which is determined by a merge field. For such occasions, there are two critical steps to follow to maximize deliverability and usabi...

In many system emails and in other email communications sent through Deliver, you may want to link to a destination which is determined by a merge field. For such occasions, there are two critical steps to follow to maximize deliverability and usabi...

Split testing in Deliver allows for the creation and testing of two different versions of a message to see which results in more opens or clicks. Split testing is only available for outreach mailings, but is not available for system emails...

Cycle prep is a vital component of keeping your Slate database running efficiently. Does your cycle prep checklist include the Deliver module? It should. There is a happy medium between building new Deliver mailings each year and not setting an end ...