We send several introductory emails to new organizations to help them get started in a streamlined way.  In response to our users, we have copied those emails into our guides so our users can reference them at a later time


On this page:

Email 1- Welcome and Overview

Welcome to the RescueGroups.org Data Management Service!  We’re proud to add the service to your RescueGroups.org account for you.  We hope that you’re looking forward to expanding your capabilities for animal management and we appreciate the trust you’ve put in us.

Please expect an email from us very soon with setup instructions.  Remember to bookmark our Getting Started with Data Management Service section of the Data Management Service guide.  

If you are new to RescueGroups.org, you’re also going to want to read the Getting Started with RescueGroups.org guide. NOTE: If you just created your RescueGroups.org account, you should have already received an email with the login information for your new service: your account number, username, and password.   If you do not receive that email within an hour, please let us know by opening a support ticket at: http://www.rescuegroups.org/support.  

If you already have an account with us and are upgrading your service, continue to log in by browsing to https://rescuegroups.org  and clicking the Login button at the top of the page.

Thank you for being a part of our team of shelters and rescue groups!  To learn more about our other services for rescue groups and shelters, visit: https://www.rescuegroups.org/services/ 

Have you seen our videos? Check out our new YouTube training channel at: https://www.youtube.com/channel/UCGBoRD21EasDfJ6wELJI0vw

Email 2- Getting Started and Exports

Let’s get started with the RescueGroups.org Data Management service! 

With the Data Management service, you can greatly expand your ability to track data on the animals in your care. Just look at some of the many things you can do:

Getting Started

To get started, log in to your account:

Browse to https://rescuegroups.org and click the Login button at the top of the page.  For more information, see the Logging into your account section of the Getting Started user guide.

If you are new to RescueGroups.org and haven’t yet read our Getting Started with RescueGroups.org guide, we strongly urge you to do so.  

The Getting Started with Data Management section of the Data Management Service Guide will help you to get started right away.

Have you seen our videos? Check out our new YouTube training channel at: https://www.youtube.com/channel/UCGBoRD21EasDfJ6wELJI0vw

And of course, you can always create a support ticket for assistance at any time.

Please remember that the Data Management service is a paid service.  However, depending on your account status, you may have received a three-month free trial period.  Thirty days before the end of the trial period, you’ll receive our Invoice for continuing the service beyond the three months.

Email 3- More Information and Check-in

The RescueGroups.org Data Management service has been a part of your account for about a week, and we want to make sure that you’re getting familiar with the service.

With the Data Management service, you can greatly expand your ability to track data on the animals in your care.    Using this service, you can:

We hope you received our last email with getting started tips.  If you haven’t, here’s a quick summary:

  1. Log into your account by Browsing to https://rescuegroups.org and click the Login button at the top of the page.  For more information, see the Logging into your account section of the Getting Started user guide.
  2. Click Animals.
  3. Start tracking!  Common things to track are Adoptions, Journal Entries, Contact Journals, and Intakes.   Remember, you can also Add Animals and track animal information using the add and animal link.  

It’s that easy.    

If you need help getting started, please check out our Getting Started with Data Management section of the Data Management guide.   And of course, you can always create a support ticket for assistance at any time.  We’ve got your back!

Thank you for being a part of our team of shelters and rescue groups!  To learn more about our other services for rescue groups and shelters, visit: https://www.rescuegroups.org/services/ 

You can always upgrade your RescueGroups.org services by clicking the Services tab at the top of your account page, then selecting Account Administration and then Upgrade Services.

Have you seen our videos? Check out our new YouTube training channel at: https://www.youtube.com/channel/UCGBoRD21EasDfJ6wELJI0vw

Email 4- Tracking Adoptions and Check-in

It’s been a month since your Data Management service with RescueGroups.org began.  Are you tracking your animal adoptions, pulling reports, and setting reminders? 

We hope you’re familiar with all the ways you can manage the information for your animals, but remember, if you’re having trouble, you can always create a support ticket for assistance at any time.  The Data Management Guide will help you as well.

Tracking adoptions through the Data Management service gives you the ability to quickly monitor a lot of information.

An Adoption captures the following information for your records:

  • The name of the adopted animal (required)
  • The date of the adoption (required)
  • The adopter/ new owner (required)
  • A link to the adoption application
  • The amount of the adoption fee
  • Any additional donation made
  • The status of a thank you letter (sent/not sent)
  • The status of the adoption (success/returned)

Where do I add adoptions?

You can add an adoption from four places in your RescueGroups.org account:

  • Animals tab: Animals > Adoptions > Add an Adoption
  • Home page: Home > Add a new > Adoption > Go
  • Home page: Home > Quick Links > Add an adoption
  • Management Interface Animal Page: Select Adoptions from top menu on the animal’s home page > Add an Adoption for this Animal

What can you do with all this data? First, let’s pull a list of all your tracked adoptions:

Pulling a list of tracked adoptions

Go to Animals > Journal Entries > Entry Types.  This page shows a list of all the types of journal entries you can record. If you scroll to the right, you see how many entries of each type are used. By clicking that number, you can look at the list of entries..  If you haven’t yet done so, make sure you populate your account with the default entries by clicking the Add Default Entry Types button.

To pull a list of all adopted animals that you have tracked, find the journal entry description Adoption and then in the same row click the number under Entries.  That’s all there is to it!  You can even use the search function (magnifying glass icon to the left) to search for individual Animals, Dates or Cost.

Now for another super idea.  When you adopt an animal, you might want to follow up with the adopter in a week or two to see how the adoption is going.  Wouldn’t it be nice to get an email reminder to do that?

Reminders are in Animal Journal Entries.  

Setting a reminder

  • From the animal’s page, click Journal Entries then click the Add a Journal Entry for this Animal button 
  •  From Animals > Journal Entries click the Add a Journal Entry button

Once on the Add a Journal entry page

    • Ensure the Animal ID #1 is filled in (may need filled in depending on how it was added)
    • Select Entrytype ID #1 from the dropdown box (Example: Follow-Up, Medication )
    • Select Date #1
    • Add Cost #1 if applicable
    • Add any Comment #1 you wish for clarity
    • Add a Due Date #1
    • Select the Reminder Date #1
    • Save

The reminder is emailed to the person setting the reminder.  Voila! You have been reminded.

Thank you for being a part of our team of shelters and rescue groups!  To learn more about our other services for rescue groups and shelters, visit: https://www.rescuegroups.org/services/ 

You can always upgrade your RescueGroups.org services by clicking the Services tab at the top of your account page, then selecting Account Administration and then Upgrade Services.

Have you seen our videos? Check out our new YouTube training channel at: https://www.youtube.com/channel/UCGBoRD21EasDfJ6wELJI0vw

Email 5-  3-Month Trial Alert

Good morning! 

This is an alert to let you know that your free three-month trial of the RescueGroups.org Data Management service will end in a month.   The Data Management service is a paid service, and you will be billed for the fourth month in a few days.  

We hope you’ve enjoyed your free trial and that you choose to continue with the service.  With the Data Management service, you can greatly expand your ability to track data on the animals in your care.  Using this service, you can now:

If you haven’t taken full advantage of the service, perhaps you’d like our help in getting started?  Simply create a support ticket for assistance at any time, and a live person can help you with the process.

We believe the Data Management service is an important part of any rescue organization’s daily business.   It makes your work easier, so if there is anything we can do to help you jump in and use your service, let us know.

Thank you for being a part of our team of shelters and rescue groups!  To learn more about our other services for rescue groups and shelters, visit: https://www.rescuegroups.org/services/ 

You can always upgrade your RescueGroups.org services by clicking the Services tab at the top of your account page, then selecting Account Administration and then Upgrade Services.

Have you seen our videos? Check out our new YouTube training channel at: https://www.youtube.com/channel/UCGBoRD21EasDfJ6wELJI0vw



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