You have complete control over email messaging! With your giving platform, you can personalize every auto-generated email and donation receipt to engage and assist your donors.
Access Email Templates
Navigate to your manager portal and click the Gear icon in the top right corner to access your account settings. Select the Email Templates card.
Use the Template Type dropdown menu to select and customize every email, including:
- Text Giving
- First-Time Givers
- Recurring Gifts
- Expiring Cards
- ACH Returns
- Chargebacks
- Virtual Terminal Receipts
- Recurring Gift Reminders
Pro Tip: We recommend including your organization's email address in the BCC field so you can personally reach out to recurring donors when their card expires. This small act is a tremendous opportunity to thank donors personally for their generosity and further build relationships.
Text Giving and Virtual Terminal Receipt
This is the confirmation email sent when a donation has been successfully processed via text giving or a virtual terminal transaction.
New Person Email
This is the welcome email sent when someone creates an account—usually just before they donate online. It automatically includes "Ways to Give," providing quick links to your giving portal, text giving number(s), and a link to download your mobile app.
Recurring Donation Email
This is the confirmation email sent when a donation from a recurring or scheduled gift is successfully processed. The top section is similar to the text and virtual terminal email and includes the recurring schedule details.
Expiring Card Email
This email is sent to a donor when a credit card used for recurring gifts expires within the next 60 days.
ACH Return Email
This email is sent when an ACH return occurs on your account.
Chargeback Email
This email is sent when a chargeback occurs on your account. A chargeback occurs when a donor contacts their financial institution and requests that the transaction be stopped.
Recurring Donation Reminder Email
This is a reminder email sent 1–7 days before a recurring donation will be processed.
Other Confirmation Emails
Many gifts are given through your online giving form, which triggers a customizable email receipt. Learn how to edit that template in form email notifications.
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