Mailchimp Personalized Thank You

1. From any screen in Eleo, hover over Mailings, and select Create a Mailing.

2. Select Thank You.

3. Select the Email Template or Create a Template if necessary.

4. Choose the Email Template you wish to use, and press Select.

5. Use the filters to narrow down the recipient list and gifts. For this example, I have chosen ‘Gifts Marked Send Thank You’ as Yes. Scroll to the bottom and press Continue.

6. Since this is an email, only gifts associated with contacts containing email addresses will be a part of this list. Select Save Mailing.

7. The last screen shows the list of gifts and the contacts associated with the gifts. Select Download to pull the CSV file that you will upload into MailChimp. Do not select ‘Send to MailChimp’. If you do press ‘Send to MailChimp’, only the contact information will be sent into your MailChimp account. Gift information will not be sent.

8. Once you have created your graphic email in Mailchimp, and scheduled and/or sent the thank you email, select Mark Mailing as Sent to mark the gift as being thanked in the donor contact record.