Automatic donation acknowledgements inform your donors and staff that a donation was received.
To set up an automatic donation acknowledgement, an email template must be created. Create and Edit an Email Template provides detailed guidance on creating email templates.
Set Up Automatic Donation Acknowledgements for Donors
Automatic donation acknowledgements offer a quick and effective way to immediately thank donors after they donate through the donation hub or an embedded single opportunity form.
- Navigate to CRM and click Correspondence on the navigation bar.
- Click Configurations on the navigation bar.
- Click the paper and pencil icon to edit the default donation template.
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Only email templates with a template type of Fundraising can be used as a donation template.
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- Select the Default Donation Acknowledgement template from the drop-down menu.
- The automatic donation acknowledgement will be sent to any donor that gives a donation through the donation hub, no matter the opportunity.
- It is recommended that this donation acknowledgement is a general appreciation and does not include details about a specific opportunity.
- Click Save.
Set Up Automatic Donation Acknowledgements for Staff
Automatic donation received acknowledgements inform your nonprofit staff immediately once a donation has been received.
- Navigate to CRM and click Correspondence on the navigation bar.
- Click Configurations on the navigation bar.
- Click the paper and pencil icon to edit the default donation template.
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Only email templates with a template type of Fundraising can be used as a donation received template.
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- Select the Default Donation Received template from the drop-down menu.
- Select the users for which donation received acknowledgements need to be sent.
- Click Save.