With your giving platform, you have total control over email messaging! Create highly customized, even personalized, automated emails. 

Navigate to your manager portal. Click gear symbol in the top right corner to access your account settings and select the Email Templates card.

Customize each template type from the dropdown menu. See each sample below.



Text Giving Receipt (Email) / Virtual Terminal
This is the confirmation email sent when a donation has been successfully processed via text giving and/or a virtual terminal transaction.


New Donor
This is the welcome email sent when someone registers as a donor.
It automatically includes “Ways to Give” – providing quick links to your giving portal, text giving number(s), and link to download mobile app.


Recurring
This is the confirmation email sent when a donation has been successfully processed from a recurring or scheduled gift.

Note: The top section is similar to the text/virtual terminal email and additionally includes the details of the recurring schedule.


Expiring Cards
This email will be sent to a donor when a credit card used for recurring gifts is going to expire within the next 60 days.

 



Other Confirmation Emails

Many of your gifts will be given through your online giving form, which will similarly trigger a customizable email receipt. Find out how to edit that template in form email notifications.

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