A/B email templates · 4 arcs · 8 versions

Finalized email templates

Each story arc has two versions to split test. All eight are built email-safe for Pardot, use the approved copy and subject lines, and carry the standard Civis footer. Greeting, CTA, and unsubscribe are wired with merge tags when these move into Pardot.

Basic standard Civis template Hybrid upgraded editorial styling, email-safe Original design rebuilt from the original mockups to render in Pardot

Arc 1 · Cost savings & Salesforce archival

Your Salesforce storage bill doesn't have to keep climbing

Preview: The simple way nonprofits cut Salesforce storage by ~30%, without losing a single record.

ABasic standard Civis template

BHybrid upgraded styling

Arc 2 · Analytics & AI a CRM was never built for

The analytics and AI your CRM was never built for

Preview: Predictive models, governed dashboards, and AI, built on your Salesforce data.

AHybrid upgraded styling

BOriginal design email-safe rebuild

Arc 3 · Put Claude in the hands of your whole team

Let your fundraising team ask the data questions themselves

Preview: Civis connects Claude to your governed data: plain-language answers, no analyst required.

AHybrid upgraded styling

BOriginal design email-safe rebuild

Arc 4 · The three reasons, in one email · lead send

Three reasons nonprofits on Salesforce are turning to Civis

Preview: Save on storage, get the analytics a CRM can't, and put Claude in your team's hands.

AHybrid upgraded styling

BOriginal design email-safe rebuild

Internal review build. Local logo assets and placeholder CTA/unsubscribe links. Client testing (Gmail, Outlook, Apple Mail) and Pardot wiring happen after sign-off.