Customizing Email Templates: Gift Receipts and Confirmations

You have total control over email messaging! Customize your heart out.

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


Gift Receipts for:

  • Text Giving
  • First-Time Givers
  • Recurring Gifts
  • Expiring Cards
  • ACH Returns
  • Chargebacks
  • Virtual Terminal Receipts
  • Recurring Gift Reminders

Can all be customized through your manager portal. 

When logged into your manager portal, click the gear   mceclip1.png  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 the mobile app.



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.




ACH Return

This email is sent when an ACH Return occurs on your account.






This email is sent when a chargeback occurs on your account. A chargeback occurs when a donor reaches out to their financial institution and requests that the transaction be stopped.  





Recurring Donation Reminder

This is a reminder email sent 1 - 7 days before a recurring donation has been successfully processed




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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