Not every donor touchpoint needs to be triggered by a rule—and that’s where manual outreaches come in. These are personalized emails, letters, calls, or cards that you choose to create, based on your own timing, instincts, and strategy.
Whether it’s a thank-you after a meeting, a follow-up on a conversation, or a proactive check-in, Momentum makes it easy to create, send, and log these touchpoints with minimal effort.
What Manual Outreaches Can Do
- Set up 1:1 outreach to a single donor—or group similar messages together for fast, tailored sending
- Choose to send today or schedule for later
- Use AI Writer or saved templates to generate thoughtful drafts
- Automatically log the action back to your CRM when it’s complete
- Attach follow-up reminders or notes for future context
Momentum supports grouped sending, not mass email. Every message is created for one person at a time—you just don’t have to start from scratch each time.
Types of Manual Outreach You Can Create
| Type | What It's For |
Direct, 1:1 digital touchpoints with CRM sync + AI drafting |
|
| Letter | Longer, formal messages—use AI to draft, then print and send manually |
| Handwritten Card | Short, personal notes—draft with AI, write and send by hand |
| Call Prep | Talking points and context for meaningful donor conversations |
Schedule or Send Instantly
Every manual outreach can be:
- Sent immediately from the Action Composer
- Scheduled for a future date
- Saved as a draft to return to later
You’re always in control of timing—and nothing sends without your review.
CRM Logging Built In
Once you complete the outreach, Momentum:
- Automatically logs the interaction to your connected CRM
- Keeps your records clean and up to date—no extra steps required
- Lets you track activity across segments, campaigns, and time periods
TL;DR
Use this feature to: Create and send thoughtful, donor-specific outreach at any time
Supports: Email, letter, call prep, and handwritten card drafts
Ideal for: Post-meeting thank-yous, event follow-ups, proactive stewardship
Everything logs to: Your CRM once the action is complete