Basics
Import
Groups
Letters
Channels
Review
Step 1 — Campaign Basics
Campaign Duration
Include Final Thank-You Letter
Upload Logo
Drag & drop logo here or click to browse
Upload Signature Image
Drag & drop signature image
Step 2 — Member Import
Drop CSV file here
847 members max on Growth plan
847 members max on Growth plan
| CSV Column | Maps To | Sample |
|---|---|---|
| FirstName | First Name | John |
| LastName | Last Name | Smith |
| Email Address | j@email.com | |
| AnnualGift | Last Gift Amount | $2,400 |
847 members imported
Tip: Include the Email and Cell Phone columns to unlock digital channels in Step 5 — costs nothing extra to import now.
Step 3 — Donor Groups
Group 1: Major Donors ●
Assignment: Annual Donation > $1,000 — 142 members
Group 2: Regular Donors ●
Assignment: $100–$999 — 612 members
Group 3: Excused / Lapsed ●
Assignment: No gift in 12+ months — 93 members
Member distribution by group
Add a "Leadership Givers" group (Group 0) — our pre-campaign quiet phase template gets your largest donors to commit first.
Available on Growth plan →
Step 4 — Letter Creation
| Group | Week 1 | Week 2 | Week 3 | Week 4 |
|---|---|---|---|---|
| Major Donors | ||||
| Regular Donors | ||||
| Excused / Lapsed |
Merge Fields — click to insert:
{{FirstName}}
{{LastName}}
{{Salutation}}
{{LastGiftAmount}}
{{AskAmount}}
{{PledgeLink}}
Ask = Annual Donation × 1.15 ✎
Upgrade to full-color printing — $0.45 more per piece, up to 35% higher response rate.
Add Full-Color →
Step 5 — Delivery Channels
Print Mail (required)
Email
SMS
📱 Digital Bundle (Email + SMS) — Add for $149 and see up to 28% higher response rates when combined with print.
Add Digital Bundle
Promotional Materials
Step 6 — Review & Pay
| Campaign Setup Fee (Growth) | $999.00 |
| Est. Print Production (847 × 4 × $1.75) | $5,928.00 |
| Digital Bundle | $149.00 |
| In-pew Envelopes (500) | $199.00 |
| Subtotal | $7,275.00 |
| 50% Due Today | $3,637.50 |
| Remaining Due at Completion | $3,637.50 |
Payment
Pay via Bank (ACH) instead — recommended for $1,000+
⚠No mailings will be produced until payment clears. No exceptions.