Messages & automations

Send one message to many people at once — a text, WhatsApp, email or recorded phone call — with each person's name and totals filled in for them. Yahiv shows you exactly who will get it before anything goes out.

Text every person with an open pledge balance, with their own balance and their own giving link in the message.

Send an appeal email to a group — for example everyone who gave last year — that greets each person by name and includes their own giving link.

Before any bulk message goes out, Yahiv shows how many will get it, the first few names, and each reason someone is skipped. Here is how to read it.

A contact limit stops anyone from hearing from you too often — for example at most 2 messages a week and 6 a month. It counts broadcasts and reminders, but never receipts.

Bulk messages in Outreach go out when you press Send — there is no "send later" button. Here are the ways Yahiv sends things at a set time for you.

Build an email from blocks — headings, text, buttons, pictures, lines and space — and see it as you go. Then send it from Outreach to any group.

Outreach → Email results lists every bulk email you sent with how many were delivered, opened and clicked.

Call a whole group with a message read aloud by a computer voice — or play a recording you made — for example to announce a time change.

Tell Yahiv "when this happens, do that" — for example, when someone gives $1,000 or more, make a thank-you call task for the rabbi. It runs every few minutes, once for each thing.

Set up an automation that, after someone's very first gift, emails them a welcome and makes a task to call them a few days later.

Have Yahiv make a task (or send a message) a set number of days before each yahrzeit on file, so nobody is forgotten.

Choose whether every payment gets an email receipt, a text receipt, or both — and how each person's own choice changes that.

Edit the receipt, pledge bill, recurring-failed message, statement cover and more — in English, Hebrew and Yiddish — with fill-ins like the donor's name and amount.

Each person can get their receipts, pledge bills and statements in English, Hebrew or Yiddish — by email, text and in print. Set it once on the person.

Tick some people on the People page and send them a text or email — handy for a short list like a committee.

Print Avery address labels, #10 envelopes with your return address, a letter to each person, or pledge cards — for a saved view or a tag.

Find addresses with mistakes before you mail, fix the simple ones with one click, and keep track of mail that came back.

Settings → Email delivery check looks up three records on your web domain (SPF, DKIM and DMARC) that inboxes check before trusting your email, and tells you exactly what to add.

Make a simple form — a Shabbaton sign-up, a survey, a kiddush sponsor request — share the link, and every answer lands on the person in People.