Emails are one of the most common and powerful ways to connect with your donors—and Momentum makes it seamless. From drafting to sending to logging, email actions help you move quickly, stay personal, and keep every touchpoint synced to your CRM automatically.
How Email Actions Work
You can send emails through Momentum in two ways:
- Respond to a recommendation surfaced in your Inbox
- Create a new email using the “New Action” button
From there:
- Choose a donor or group of donors (grouped emails are still sent 1:1)
- Draft your message using a template, AI Writer, or from scratch
- Review and send directly through Momentum
Once sent:
- The email appears in your Outlook or Gmail sent folder
- The interaction is automatically logged to your CRM
- Any donor replies are captured within Momentum, so you can stay in context
Email Integration
Momentum integrates directly with your email account to:
- Deliver messages from your real address (not a proxy sender)
- Sync replies and thread history
- Ensure your CRM reflects every email touchpoint—without extra steps
You only need to connect your email once. From there, every send and response is tracked automatically.
Personalization Without Extra Work
Use donor data, engagement history, and past outreach to personalize every message:
- Draft faster with AI, guided by past interactions
- Insert dynamic fields with mail merge templates
- Customize tone, content, and length based on who you’re writing to
Even in grouped sends, each email is unique and editable.
Automatic Logging
Once your email is sent:
- It’s logged to the donor’s profile in both Momentum and your CRM
- The action is time-stamped and marked complete in your Inbox
- You can add notes or follow-up tasks to stay ahead of future outreach
TL;DR
Use this feature to: Draft, send, and track 1:1 personalized emails
Send from: Your integrated Outlook or Gmail account
Everything logs to: Your CRM, automatically
Includes: AI drafts, templates, grouped sends (1:1), and donor reply tracking
Best for: Thank-yous, follow-ups, invitations, and regular stewardship