Introducing Marketing

What is Marketing

Marketing helps your organization reach donors by email, powered by the donation data already in CharityStack.

• Send Broadcasts — one-time Campaigns and always-on Triggers — with an AI creator that drafts the content for you.

• Target the right donors with Segments, including ready-made segments that update themselves.

• Keep every message on-brand with your Brand Kit.

• See what your marketing actually raised with Donation Impact.

• Label and find donors with contact tags, including AI-assisted Smart Tagging.

Key Terms

• Broadcast: any message flow you send to donors. The Broadcasts page lists all of them in one table. There are two types:

• Campaign: a one-time scheduled send to a segment — a newsletter, an appeal, an announcement. A campaign can be a single email or a drip campaign with several spaced-out steps.

• Trigger: an automation that fires on events — welcome new donors, win back lapsed donors, follow up on failed payments. Set the rule once and it runs continuously.

• Segment: a group of donors a broadcast is sent to. Segments can be a fixed list or a dynamic filter that updates itself.

• Brand Kit: your logo, colors, images, tone and voice, and email header and footer, applied to what you send.

• Donation Impact: the donations your marketing drove, shown next to each broadcast.

Where It Lives

Marketing has its own section in the dashboard sidebar with three pages: Broadcasts, Segments, and Brand Kit. Sending settings live in Settings under Marketing — see Marketing Setup.

Availability

Marketing is included on the Base plan and above. Your plan determines how many broadcasts can be live at the same time — the Broadcasts page shows where you stand, and you can review plan options in Settings under Billing.