- Thank You Emails and Receipts
- Recurring Donation Thank You Emails and Receipts
- "In Honor / In Memory Of" Confirmation
Thank You Emails and Receipts
Every donation page offers you the ability to customize the content that is sent to your donors when they give a donation.
In the "Confirmation" step of the Page Builder, you have control over the content of the Thank You Email and Receipt.
Receipt data is already included
Keep in mind, all receipt data (donor name, donation amount, billing confirmation, etc) is already included in the email. What you are including here is the personal acknowledgement that the gift was successfully process and gratitude for the gift the donor has just made.
Styling and colors
Your email receipt will inherit the same logo, colors, and style from your donation page. So if your donation page has a red header and white logo -- your email receipt will follow-through for a consistent visual connection between the page and the receipt received.
If you have the Donor Portal feature activated, donors will have the option to access their donor accounts. Even if the donor has never accessed their account before, the option for them to access their donor account will be present at the bottom of all receipts and notifications.
All they need to do is click the "Access Your Account" button and the system recognizes the donor based on their email.
If it's their first time to access their account, the system will ask them to create a password.
If they have previously accessed their account, the system will welcome them back and ask them to enter their password.
If they have previously accessed their account, but forgotten their password -- they just have to click "Reset my password" to get up and running again.
Recurring Donation Thank You Emails and Receipts
When a donor sets up a recurring donation on one of your donation pages, two things happen:
- Their initial gift is processed immediately
- The recurring schedule is set up at the payment gateway
For example, Sally Sue is your donor. On the donation form Sally decides:
- To give a $25 donation
- To make it a monthly gift
- To have the monthly gift charged on the 12th of every month
(Keep in mind, she can choose any day of the month)
So what happens now?
- She will be charged $25 immediately
- Next month on the 12th her schedule will initiate and she will be charged $25 again
- After that, every 12th of the month she will continue to be charged $25
In this story, when the 12th of the month comes around one of two things can happen when the $25 charge occurs:
- The charge will be approved
- The charge will be declined
In either case, we want to communicate with our donor what happened.
Manage recurring receipt settings
To manage these emails you'll want to go to:
Pages & Notifications -> Outgoing Emails -> Recurring Receipt Settings
Successful recurring donation
If the charge is approved, a Thank You Email and Receipt will be emailed to the donor to confirm the donation.
Just like with the first email that was sent out when the first donation was made, all receipt data (donor name, donation amount, billing confirmation, etc) is already included in the email. What you are including here is the personal acknowledgement that the recurring gift was successfully process and gratitude for the ongoing support the donor has is making.
Failed Recurring Donation and Receipts
If the charge is declined, a notification email will be sent to the donor. You have full control over the content of this email as well.
All of your contact information is always included on all receipts and notifications, so that will be included here as well. If you have the Donor Portal activated, the donor will have the option to resolve the issue on their own by updating their recurring gift in the portal.
"In Honor / In Memory Of" Notifications
On every donation form, you have the option to activate the "In Honor / In Memory" feature.
You can activate this feature in the "Details" step of the Page Builder. When activated this allows donors to dedicate their gift in honor/memory of someone.
One of the options within the setup of this feature is to notify the honoree via an email notification.
On the donation page, the donor will have the option to specify the name and email of the person they would like to inform about the tribute gift. They will also be able to include a message they would like to send to the recipient.
This means that when the donor completes their donation, an email notification will be sent to the recipient.This email will include your organizational logo and any additional information you would like to include in this notification.
Manage this email
To manage this email go to:
Pages & Notifications -> Outgoing Emails -> Dedication Email Settings