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. This article will walk you through the process, and show you an example of a customized email receipt.
Access Receipt Customization
Go to the Giving > Receipts page in your portal.
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 you include the word "Receipt" within the first three words of the subject line, and end with your organization's name.
The receipt will always include basic transaction details, the fund name, and the organization name, so this field can be used to personalize the receipt.
You also can include your app's download link. To include the link click the box next to the download message.
Click the Save button to save your custom copy.
You also have the ability to set up transaction notifications for yourself and other administrators.
Under the Admin Notification section, select all administrators you'd like to be notified when a non-manual transaction is processed. Below is an example of what the email notification looks like:
Customize Each Fund's Receipt Message
With Receipt Customization, you can create a customized giving receipt for each fund and appeal. You can even add text that includes links.
*Note: If the form has a payment element and there is not a custom message set up for the form, but there is a custom message associated with the fund, then the custom message for the associated fund is displayed. If there is no custom message for either, then nothing is displayed on the receipt.
Set up a custom receipt
From the Giving > Receipts page, select the Custom Messaging button.
Find the fund or appeal you want to create a custom response for, and click the Add button at the end of the row.
You will then see the Custom Message window below. Add the custom message you desire in the Custom Message input box. Click the Select Appeal(s) dropdown menu and check the box next to the appeals you want this message to apply to. When you are finished, click Save.
*Note: Custom messaging can be set up for each appeal within a given fund.
When the donor completes their giving, they will see your custom message on their giving receipt.
Edit a custom receipt
To edit a previously created custom response, click the Edit button to the right of the respective Fund/Appeal you would like to update.
You will then see the Custom Message window showing the existing response.
Make the changes to the message and update the appeals you would like the message associated with, then click Save.
To remove a custom receipt, clear the Custom Message, deselect appeals in the Appeals dropdown menu, and click Save.
Test it Out!
Now that you've customized your email receipt and transaction notification preferences, you can see your customization in action the next time someone donates. Check your email after processing a gift to see the custom subject and body!
If you have any questions or need help, send us a note at email@example.com!
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