Connecting with Third-Party Email Service Provider

Velocity allows the user to connect their organization’s existing email service provider (ESP) so fundraising communications can be sent to supporters without uploading email lists directly into the platform. This ensures supporter data remains secure and stored only within the ESP account.

Currently supported ESPs:

• Mailchimp

• Constant Contact

Once connected, Velocity will send campaign emails to the selected audience or segment directly through the ESP.

Why Connect an ESP?

Connecting an ESP allows the user to:

• Use existing subscriber lists without manually uploading a CSV file

• Maintain full control and ownership of supporter data

• Ensure email delivery follows the ESP’s compliance standards

How to Connect an ESP

1. The user logs into their Velocity account

2. In the left navigation menu, the user selects Email Setup

3. The user chooses Mailchimp or Constant Contact

4. The user is redirected to the ESP login page

5. The user logs in and authorizes Velocity to access the audience list

Once the authorization is complete, the user will be redirected back to Velocity.

Selecting an Audience & Segment

After access is granted:

1. The user selects the appropriate Audience/List

2. The user chooses the Name and Sender email address that will be shown as the source of outgoing emails.

For guidance on locating these values, refer to the help article:
Finding Audience ID, Segment and List in Mailchimp & Constant Contact