Connect email, send personal outreach, and manage communications

Connect your email account

1. Open Gift Officer → My Settings → Email.
2. Choose Connect Email Account (or Re-Connect Email Account for an existing connection) and follow the secure mailbox authorization prompts.
3. Return to My Settings and confirm the account becomes active. Use the institution’s permitted email domain; an administrator manages allowed domains under Gift Officer → School Settings → Email Domains.
4. In the same Email tab, review Email Aliases after the account is connected. An alias must be supported by the connected account; it is not permission to send as any address.
5. Edit Email Signature and choose Save Signature if needed.

Send and review email

Open Gift Officer → Communications → Email. Prepare the intended recipients and message through its batch/email controls, review recipient-specific content and attachments, then complete the offered send confirmation. Reusable content is under Communications → Email Templates.

The mailbox connection is used for messages between you and constituents you have emailed directly from Gift Officer or who are in your portfolio. It is not a promise to import every historical mailbox message.

If connection or sending fails, record the displayed error and account domain and contact Support. A connected account, a permitted alias and successful delivery are separate conditions. Do not share mailbox access tokens or assume deleting an in-product record deletes the provider’s message.

Can I send to an address that is not a constituent?

When starting an email in Gift Officer → Communications → Email, choose the recipient from the constituent search. This is not a free-form email-address field for sending to an arbitrary outside address. If the intended person is missing, first check whether the correct constituent record and email are available to you.

The message workflow can also offer saved spouse, constituent and Gift Officer records as additional recipients or copies. These choices do not turn it into an unrestricted address-entry tool. Use your regular connected mailbox for a standalone message to someone who is not available as a supported recipient in GC GO.