Customized Email Giving Receipts

Looking for a way to personalize the giving experience for your community? Every donor receives an email receipt after they give. You can customize the email subject and body so the gift receipt is more personalized and reflects your community's voice. We'll walk you through the process of customizing the receipt information in the portal, and will show you an example of a customized email receipt.

Step 1: Getting Started

Log in to your aware3 portal, then click 'Giving' and select the 'Receipts' dropdown.

Screen_Shot_2018-08-15_at_8.52.14_AM.png

 

Step 2: Customize Fields 

Next, you'll see an option to edit the fields for Receipt Subject Line and Receipt Body.

Receipt Subject Line: To be sure donors can easily recognize the receipt in their email, we recommend including the word 'Receipt' within the first three words of the subject line, and ending with your organization's name.

Receipt Body: The receipt will always include basic transaction details, fund, and organization name, so this field can be used to personalize the receipt.

After you're finished customizing the copy, click 'Save.'

Screen_Shot_2018-08-14_at_9.06.22_PM.png

 

Step 3: Test it Out!

Now that you've customized your email receipt, you can see your custom text in action the next time you donate. Check your email after processing a gift to see the custom subject and body! 

Screen_Shot_2018-08-14_at_9.19.01_PM.png

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk