Contact Management & Emailing

Everything you need to know about managing contacts and segments, building emails and newsletters, and communicating with supporters through Zeffy’s CRM and emailing tools.

Getting started with Zeffy's CRM

Build your contact list

How contacts are created in Zeffy

Import contacts into Zeffy

How will imported data appear in Zeffy?

Create a newsletter sign-up form

Organise & manage your contacts

Managing and editing contacts

Custom questions and custom contact fields

Filtering your contacts

Creating segments and lists

Setting up your email sending

How to validate or verify your email address

How to customize your email sender domain

Email deliverability: why emails land in spam and how to avoid it

Build & send your emails

Campaign communications: Schedule emails before and after your campaigns

How to send emails and newsletters through Zeffy

Designing emails with Zeffy’s email builder and templates

Measure performance

Track email performance

How unsubscribes work in Zeffy

Donor Mail

Send Physical Letters to Your Donors Using Zeffy's Donor Mail Feature