Bulk Mail
2023 Partner DMS Receipting Help
The 2023 Receipting Season is here, and we have everything you need to help guide you, whether you are making receipts for the very first time, or a seasoned user looking for a refresher! If your question is related to issuing receipts in Partner ...
Say Thanks in Silent Partner Cloud
Thanking partners and donors is an important part of any fundraising effort. In Silent Partner Cloud, you can mark your partners or donors as having already been thanked, or generate bulk thank yous by navigating to Communications > Say Thanks Mark ...
Changing the Subject line for an email template
Log in to Silent Partner Cloud and go to Communications > Campaigns > Manage Campaign Templates. Expand the view of the template you wish to modify by clicking the green arrow. Click the pencil and edit the template. Save (or Cancel if you don't wish ...
How to Correct a Multi-Donation Receipt
How to Correct a Multi-Donation Receipt There are 3 scenarios in a multi-donation receipt correction: 1. The easiest is a donation is missing. Just create a new donation and receipt it. 2. An incorrect donation is included in the receipt and ...
Setting up SMTP Email in the Cloud - One Donor at a Time or Bulk Mail
Connect a Personal mail account to mail donors one by one This will allow you to click on a donor's email address when you are on their Profile screen and send an email. From your main screen, on the right hand side, click on your name, go to My ...
Campaigns / Bulk Mail
From Silent Partner Cloud, go to Communications > Campaigns > Campaign Menu. With Bulk Mail you have the option to view current, active campaigns or to create new campaigns. Campaigns can be either email campaigns or print campaigns. In this ...
Creating Labels on Silent Partner Cloud
Just like Silent Partner Desktop, the Cloud allows for the easy creation of Labels by generating a merge file. Step 1 Access Silent Partner Cloud and choose CRM on the left-hand menu. Step 2 On the CRM page, choose 'Labels' under 'Quick Searches'. ...
Setting up a corporate SMTP account in the Cloud
N.B You must have Cloud administrator access. Here are the steps taken to enter the new SMTP settings. Log into the Cloud. Go to Administration-DMS Admin-Manage Lookup Tables Scroll down to the SMTP Accounts for your Organization To add a new account ...