Send Accounts Receivable Statements in Constant Contact
When you customize and preview statements, the Constant Contact website opens in a new web browser.
Note: Concerned about sending your email with mistakes?
When you're preparing to send an email, make sure it's error-free and that you represent your church and organization in a professional manner. Constant Contact can check your email for common mistakes, including missing links, placeholder text and images, and past event dates.
Previewing an email and sending yourself a test version lets you proofread, make edits, and see what your email will look like to your contacts. You can send a test version to yourself or someone you trust to review your content.
- On the Constant Contact dashboard, click Create.
- Under Select a campaign to get started, click Email.
- Under Select a template, locate the contributions statement template/campaign from a previous year and click Test.
- When the preview of the template displays, click Copy campaign.
- For each text block, click the pencil icon to edit the text, and click the delete icon to remove blocks you don't need.
- To insert a link to your statement, click Insert, then select Contact Details.
- The Insert Contact Details window displays. In the Select a detail drop-down list, select the custom field you chose when processing statements for the email. For example. If your statement field is 1, then select custom field 1. This field provides the link to view Accounts Receivable Statements.
- To enter an email greeting, click Insert, then Greeting tag. Under Primary Greeting, select the format of the contact's name and the punctuation after the greeting. Under Secondary Greeting, enter the information to display for email recipients who don't have a name associated with their email address. When finished, click Insert.
- At the top, click Check & Preview, then select Preview, Send test, or Check for errors.
- Edit, drag, copy, or delete the other text boxes in Constant Contact to modify your email's layout. You can preview your email; however, the link to the statements will not work in Preview mode.
- Click Continue.
- In the list, select the most current Accounts Receivable Statement. ACS automatically creates a list of your contacts' email addresses from the data in the report, and the list is named Statements_(mm/dd/yyyy)(hh:mm:ss). For example, if you generated the report on 12/31/2023 at 1:49:19 PM, you would select the contact list named Statements(12/31/2023)_(1:49:19 PM).
- Click Schedule.
- Select Send Now to send your statements immediately, or select Schedule For Later and a Date and Time to send your statements.
- Clear the Google Analytics option, and click Schedule.