MAILEDGE ADD-ON
Email Marketing.
Built Into Your CRM.
Send beautiful email campaigns, automate sequences, track every open and click — without ever leaving your CRM. 40+ content blocks, drag-and-drop builder, and powerful automation included.
WHY MAILEDGE
No More Syncing. No More Switching.
Your contacts are already in your CRM. Why export them to another tool just to send an email?
No More Syncing
Your contacts are already here. No importing, exporting, or keeping lists in sync between tools.
Smart Segmentation
Build dynamic audience segments with AND/OR logic across tags, lists, engagement, donations, memberships, events, and custom fields.
Complete History
Every email sent, opened, and clicked is logged on the contact record. See complete engagement at a glance.
Bring Your Own Provider
Connect SendGrid, Brevo, Mailgun, Postmark, Mailjet, or Amazon SES. Your provider, your sender reputation.
Send Time Optimization
Automatically learn when each contact is most likely to open, and deliver emails at their optimal hour.
Revenue Attribution
See exactly which campaigns drive donations. Automatic 72-hour attribution tracks revenue back to the email.
VISUAL EMAIL BUILDER
Beautiful Emails, No Design Skills Required
Our drag-and-drop editor gives you 40+ content blocks, multi-column layouts, and full design control — no coding required. Add hero images, testimonials, pricing tables, countdown timers, galleries, accordions, and more.
40+ Content Blocks
Headings, buttons, testimonials, pricing tables, countdown timers, galleries, accordions, tabs, maps, and more.
Flexible Layouts
1 to 4 columns with preset ratios. Drag sections to reorder, duplicate, or start from section templates.
Mobile Preview
Toggle between 600px desktop and 375px mobile previews while you build to see exactly how it will render.
In-Email Polls
Star ratings and multiple-choice questions right in the email. Responses tracked per contact with CSV export.
Design Controls
Custom fonts, colors, backgrounds, padding, borders, animations, hover effects, and global email styling.
15+ Starter Templates
Professional templates for newsletters, fundraising, events, welcome emails, surveys, re-engagement, and more.
CAMPAIGN MANAGEMENT
Full Campaign Lifecycle
From draft to delivery — audience targeting, scheduling, A/B testing, preference filtering, and real-time send progress. Everything you need in one place.
Audience Targeting
Send to tags, lists, or saved segments. Filter by engagement rating. Exclude specific tags, lists, or individual contacts.
A/B Subject Testing
Test two subject lines against a portion of your audience. The winner is automatically sent to the rest based on opens or clicks.
Scheduling
Schedule campaigns for a future date and time. Unschedule to return to draft at any point.
Saved Segments
Build dynamic segments with AND/OR logic across tags, engagement, donations, memberships, events, and contact fields. Live preview with matching count.
Preference Topics
Assign a preference topic to any campaign so it only reaches contacts who opted into that topic.
Real-Time Send Progress
Live progress bar during sending with sent/total count, delivery rate, and the ability to pause or cancel mid-send.
PERSONALIZATION
42 Merge Tags. Make Every Email Personal.
Go beyond first name. Insert contact details, donation history, organization info, dates, custom fields, and smart links — all with fallback values when a field is empty.
Contact & Donation Fields
Name, email, phone, address, last gift amount, total given, donation count, first gift date, and more.
Smart Links
Unsubscribe, view in browser, preference center, donor portal, and magic auto-login links — all generated automatically.
Custom Fields & Fallbacks
Use {{custom_FIELDNAME}} for any custom field. Add fallback text with {{tag|fallback}} syntax.
AUTOMATION
Set It and Forget It
Trigger-based email sequences that send automatically. Welcome new contacts, follow up on donations, remind about events, re-engage lapsed donors, and more.
Contact Triggers
New contact, form submitted, tag added, list added/removed
Donation Triggers
First gift, repeat donor, lapsed donor, recurring started/cancelled/failed, milestone
Membership & Event
New member, expiring soon, expired, renewed, event registered, event reminder
Engagement & Date
Email opened, link clicked, not opened, reply received, birthday, anniversary, inactive
ANALYTICS
Know What’s Working
Detailed reports show you exactly how your emails perform. Track opens, clicks, bounces, unsubscribes, and revenue — all the way down to individual contacts.
Click Heatmaps
See which links get the most clicks, overlaid on your actual email content.
Revenue Attribution
Automatic 72-hour attribution tracks donations back to the campaign that drove the click.
Compare Campaigns
Select two campaigns and compare side-by-side on opens, clicks, bounces, and revenue.
Engagement Scoring
Every contact gets a score based on opens, clicks, and unsubscribes — with bulk actions and CSV export.
SUBSCRIBER MANAGEMENT
Grow Your List. Respect Preferences.
Embeddable signup forms to grow your list, a branded preference center so contacts manage their own subscriptions, and optional double opt-in for compliance.
Signup Forms
Customizable forms with embed code for your website or standalone public URLs. Auto-assign to lists and tags.
Preference Center
Branded public page where contacts toggle topic subscriptions on and off. Link from any email with a merge tag.
Double Opt-In
Optional email confirmation for new subscribers with customizable subject, body, and expiration time.
DELIVERABILITY
Emails That Actually Get Delivered
Sender verification, domain authentication, automatic bounce handling, engagement scoring, and a sunset policy to keep your list clean and your reputation strong.
Domain Authentication
Guided DKIM, SPF, and domain verification setup with one-click DNS record verification.
Auto Bounce Handling
Automatic webhook processing for bounces and complaints from all 6 supported providers. Bad addresses are cleaned automatically.
Sunset Policy
Automatically tag or unsubscribe contacts who haven’t engaged. Configurable thresholds from 30 to 730 days.
Sender Verification
Verify sender email addresses with a one-click flow. Configure sender name, reply-to, and physical mailing address.
List Health Dashboard
Subscriber health breakdown — active, unsubscribed, bounced, and cleaned — with health score trends over time.
Send-to-Engaged
Filter campaign recipients by minimum engagement rating to improve deliverability and protect your reputation.
HOW WE COMPARE
MailEDGE vs. The Competition
Other tools make you pay for a separate email platform, then sync data back and forth. MailEDGE is built in.
| Feature | MailEDGE | Mailchimp | Constant Contact | ActiveCampaign |
|---|---|---|---|---|
| Built-in CRM (no sync needed) | ✓ | ✕ | ✕ | ✕ |
| Drag-and-drop email builder | ✓ | ✓ | ✓ | ✓ |
| 40+ content blocks | ✓ | ✕ | ✕ | ✕ |
| In-email polls & surveys | ✓ | Paid add-on | ✕ | ✕ |
| A/B subject line testing | ✓ | ✓ | ✓ | ✓ |
| Send time optimization | ✓ | Premium only | ✕ | Plus plan+ |
| Revenue attribution | ✓ | ✓ | ✕ | ✓ |
| Click heatmaps | ✓ | ✓ | ✓ | ✕ |
| Engagement scoring & sunset policy | ✓ | ✕ | ✕ | ✓ |
| Email preference center | ✓ | ✕ | ✕ | ✕ |
| Bring your own email provider | ✓ | ✕ | ✕ | ✕ |
| Double opt-in | ✓ | ✓ | ✕ | ✓ |
| 42 merge tags with fallbacks | ✓ | Limited | Limited | ✓ |
| Donation & membership triggers | ✓ | ✕ | ✕ | ✕ |
| No per-contact pricing | ✓ | ✕ | ✕ | ✕ |
Ready to Send Better Emails?
Stop syncing contacts between tools. Start sending emails directly from your CRM with MailEDGE — drag-and-drop builder, automation, analytics, and deliverability tools included.



