The Compass-360 Prospect module has 2 primary purposes: Providing you with a place to store incomplete information about a constituent that you are currently cultivating. Providing you…
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Compass-360
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Review Progress on Sent Emails
Once you have sent emails in Compass-360, you can track the progress of the delivery of those email messages through the Message Management Module, giving you valuable…
Read moreEmail Template Organization
As you continue to use Compass-360 to send bulk and auto email communications to constituents, your library of templates will grow over time. In order to stay…
Read moreEmail Broadcaster
The email broadcaster is a multi-faceted tool used to send communications to your constituents via email. Every email sent from Compass-360 utilizes the broadcaster, but you can…
Read moreExtended Actions
Use Extended Actions to access pre-existing email templates if you are just starting out, don’t have your own, or just need a push in the right direction….
Read moreButtons & Images
Site Buttons You can use the Insert Site Button option to access pre-loaded button icons for various activities being managed in Compass. These buttons will appear in…
Read moreUsing Merge Fields in Emails
Merge Fields allow you to use unique data in your email templates that pertain to the constituent you are sending the email to, personalizing each communication. They…
Read moreSend an Email
Compass-360 has several locations where an email can be sent. All will result in using the Email Broadcaster. The Email Broadcaster is a tool to manage the…
Read moreCreate an Email Template
Email templates can be created through-out Compass-360. Most commonly you will want to create your email template from the Content Management Module. From the Content Management Module…
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