There are many times that I need to send letters on our company letterhead. As a work around, I have created email templates of such letters that include contact macros that I use to cut and paste into word documents. An example of this is when we need to mail out a letter of remembrance to families of lost ones to receive a letter that a donation has been made in their lost one’s name. I have created an email template called Donation-Memorial. I would need to insert donation fields in this template. Is there a way to access or create donation fields to enter as macros on my email templates? Is there a better way to do this?

According to CASL rules, if you are a club, association or voluntary organization and the recipient is one of your members, you have implied consent. For non-members who register for an event, donates or subscribes to receive emails then there is implied consent which is valid for 24 months - after which you will need to obtain express consent.

There needs to be a way to create a saved search that includes contacts that have interacted with the site in the last 24 months. Currently there is no way to select contacts that registered for an event, donated, became lapsed, or subscribed to a newsletter within the last x months (perhaps just a simple"has complied consent" search criteria - there is already one for the express consent).

Ideally, there should also be a way to automate sending out the opt-in email after the 24 month period has passed for each contact.