Currently when you create an email template and receipt a gift or create an email template and merge a list through email marketing, when you hit the send/done button, it sends with no oversight. However, like many other organizations, my RENXT pulls from our RE CRM, which was transferred from a non-blackbaud product a few years back. This basically means, although our we do our best to clean up, a lot of our records still have incorrect/inaccurate information or inconsistent wording (fund records for example beginning with and without "the __ fund").

In our physical acknowledgment letters, we are able to pull the fund name, gift amount, and received date through the information in the CRM and edit them to change errors, add supplemental information that Microsoft cannot merge with RE, and add oversight to our acknowledgment process. Unfortunately, that is not available for NXT Emails which is what I would like to see.

An editable pop-up preview of the email(s) merged into the template would be the perfect solution to this. Not only does this give some of the power back to the product users, but it also adds more functionality to the available email functions giving way for more opportunities for organizations to move from paper to digital acknowledgment.