The Site Custom Content page, accessed by clicking Content on the left-side menu in System Data, allows you to add custom text and messages to your Fund Advisor, Online Donation Portal, and other areas in CommunitySuite. This tutorial will describe the available content fields, where they display within the system, and how to edit the information associated with each field.
The default site custom content is the last bullet point on the relevant site custom content names that have default content. The merge fields are within the { } and [ ] brackets. You can edit the plain text, but do not edit the text within brackets, as these are mail merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. The default content includes each merge field that is available in that section.
If you click Edit in content, you'll see that line breaks are created using the HTML code <br/>. HTML is required to modify text formatting. Pressing enter in the text box will not move text to the next line in the email. All of the custom content fields except donation_tax_footer and donation_tax_header are HTML compatible.
ach_grants_email_body
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Content used in the email body sent when a grant is paid by ACH. Only works with Bambora Integrated payment processor.
- Default site custom content: ACH payment was processed.
ach_scholarships_email_body
- Content used in the email body sent when a scholarship is paid by ACH. Only works with Bambora Integrated payment processor.
- Default site custom content: ACH payment was processed.
ach_vouchers_email_body
- Content used in the email body sent when a voucher is paid by ACH. Only works with Bambora Integrated payment processor.
- Default site custom content: ACH payment was processed.
advisor_login_email
- Email that is sent to fund advisors when Send Login Emails is clicked in Fund Advisors or Send Login Email is clicked in a fund advisor record.
- This content can be overwritten when sending from a fund advisor record.
- Default site custom content: Dear {name}, Use the link below to setup your {site_name} online account info. You will create a password; please put it somewhere you will remember. Contact me if you have any questions or problems. {login_link} Thanks {employee_name}
donation_email_body
- Text for the email that sends tax receipts as attachments when a user initiates this process from within CommunitySuite (see online_donation_email_body for content that sends for online donations).
- Default site custom content: {name} {salutation} attached is the tax receipt for your recent donation.
donation_notify_email_body
- Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise, when Donation Notify is enabled in the fund advisor record.
- Default site custom content: This is a notification that DonationID {{donation_id}} was received for {{fund_name}}
Donor: {{donor_name}}
Amount: {{amount}}
Description: {{description}}
donation_tax_footer
- If tax receipt templates are not enabled, text within the donation_tax_footer field will display in the footer of Auto Tax Receipts, the standard receipt generated by CommunitySuite when templates are not in use.
- Default site custom content: [foundationname] is a nonprofit corporation under tax code 501c3, tax ID number [xx-xxxxxxxx]. No goods or services were provided in consideration of this gift. [foundationname] has exclusive legal control over the contributed assets. Federal tax law requires that you maintain this receipt to substantiate your charitable deduction.
- To use this content, the System Data setting Tax Receipt Templates must be turned off.
donation_tax_header
- If tax receipt templates are not enabled, text within the donation_tax_header field will display in the header of Auto Tax Receipts, the standard receipt generated by CommunitySuite when templates are not in use.
- Default site custom content: Thank you for your recent gift to the [foundationname]. Every contribution to our foundation helps to ensure there are resources available to support the communities you care about across [my state]. We truly appreciate your generosity and thank you for your investment in your community. Please retain this receipt for your records. Sincerely, Executive Director
- To use this content, the System Data setting Tax Receipt Templates must be turned off.
fundmanager_login_footer
- This content displays below the login button on the fund advisor portal login page.
- Default site custom content: If you need to reset your password please contact us
fund_statement_email_body
- This content displays within the body of fund statement emails. This content is for the email sent to fund advisors with Statement Type set to Email.
- Default site custom content: Fund Statement for {statement_date}.
fund_statement_review_email_body
- Body of email that system will send when 'completing' a fund statement review. This content is for the email send to fund advisors with Statement Type set to Online.
- Default site custom content: Fund Statements reviewed for {statement_date}
- To use this content, the System Data setting Enable Fund Statement Notify Emails must be turned on.
grant_catalog_closed
- Text that appears when the grant catalog is not open yet or is over.
- Content will display within the fund advisor portal and online donation portal if a grant catalog is closed.
- Default site custom content: Sorry, the grant catalog is currently closed. Come back next year.
grant_catalog_header
- Header text in the grant catalog.
- Default site custom content: The following organizations have submitted proposals for the annual Community Grants process. The [foundationname] receives more requests than we can fund on our own. We welcome donations of any size to help fulfill these requests and sustain the great programs that serve our community. For more information, either click through to the organizations website or contact [foundationname].
grant_catalog_request_create_header
- Header text that goes on the top of an online grant request form that is sent to grantees, allowing them apply to the grant catalog.
- Default site custom content: Welcome to [foundationname] 2014 Grant Application. Complete and submit the following information by December 25, 2014. All fields are required (except the video link) and will be displayed in our online catalog for donors to help fund. The short description must be 65 characters or less. Photos must be .jpg or .png format and a min of 300 pixels; it will be cropped square when you submit, or rejected if not .jpg or .png or too small. Review your online application fields carefully and make a copy before your final submit. Contact us if you need to make changes after your final submission. Additional PDF Documents need to be uploaded and should include (as a PDF): -2014 Grant Application Form (for all requests) -Organization's mission statement (for requests over $2,500) -List of organization's current board members (for requests over $2,500) -Organization's annual budget and current financial statement including balance sheet and profit & loss statement (for requests over $2,500) -If this project is a collaborative effort, the application must include supporting letters from all participating nonprofits and agencies (for requests over $2,500)
grant_catalog_request_header
- Header text that goes on the top of an online grant request list of grantees.
- Default site custom content: Welcome to our online grant application! To begin, click on your organization's name in the list below. If your organization is not listed, call or email and we will help get your organization added to the list.
grant_catalog_request_submitted
- Text after they submit their grant request.
- Default site custom content: Thank you for your submission to the [founationname] online grant application.
grantee_contact_post_email_body
-
Email content that is sent out once the related grant is posted.
- Default site custom content: NA
grantee_contact_unpost_email_body
-
Email content that is sent out once the related grant is unposted.
- Default site custom content: NA
grant_letter_email_body
- Body of email content that is sent out with the grant letter.
- Default site custom content: Dear {{name}} {{salutation}} attached is your grant letter.
grant_post_notify_email_body
- Text for the automatic email a fund advisor receives when a grant check is posted to a fund they advise, when Grant Notify is enabled in the fund advisor record.
- Default site custom content: This is a notification that the following grants were paid:
{{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}
{{/foreach grant}}
grant_request_header
- Content displays in the fund advisor portal at the top of the Grant Request page.
- Default site custom content: Use this form to request a new grant or contribution from your fund. Select a grantee from the drop-down menu or enter a new nonprofit. [founationname] will receive notification of your request and process your grant. We will notify you once the grant has been completed. Grants already processed from your fund are listed.
grant_request_submit_footer
- Content displays in the fund advisor portal during the review stage of the grant request process.
- Default site custom content: NA
grant_unpost_notify_email_body
- Content in the email that goes out if a grant payment is deleted and the Grant Notify email is enabled for a fund holder.
- Default site custom content: Payment on the following grants were reversed:
{{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}
{{/foreach grant}}
memorial_footer
- Text that goes on the bottom of the memorial notification letter.
- Default site custom content: Sincerely, [foundationname] Executive Director
memorial_header
- Text that goes on the top of the memorial notification letter.
- Default site custom content: The [foundationname] gratefully acknowledges honorary gifts.
nonprofit_directory_header
- Content displays in the online donation portal at the top of the nonprofit directory page.
- Default site custom content: Default text for nonprofit directory
online_donation_email_body
- Body of the email sent to donors who contribute online. This is also sent when recurring donations are posted. To use this content:
- Auto Tax Receipt in System Data must be turned on.
- You must enter an email in the Auto Tax Receipt Reply To field in System Data.
- Default site custom content: Attached is the tax receipt for your recent donation.
online_donation_header
- Content displays within Donate to a Fund tab in the online donation portal.
- Default site custom content: Donate to any of these funds online. If you have any questions contact us at [xxx-xxx-xxxx] or by email [xxxx@xxxx.com].
online_donation_payment_footer
- Content displays in the checkout stage when a donation is made from the online donation portal.
- Default site custom content: NA
online_donation_thankyou
- Content displays after a donation is made from the online donation portal.
- Default site custom content: Thank you for your donation! Together we can make a difference. Return to the grant catalog or to make another donation.
online_ticket_header
- Content displays at the top of the Event Tickets page within the Donation Portal.
- Default site custom content: Welcome to our online ticket sales page! Check back for our next planned event!
online_ticket_thankyou
- This content displays after an event ticket is purchased from the Event Tickets section of the online donation portal.
- Default site custom content: Thank you for your gift!
scholarship_letter_email_body
- Body of email content that is sent out with the scholarship letter.
- Default site custom content: Dear {{name}} {{salutation}} attached is your scholarship letter.