Creating Thank You Emails for each Payment Method or Donation Type
You can create thank you emails that are specific to each accepted form of payment. Some payment types require that you create two thank you emails.
One type of Thank You email (Pledged Thank You) is sent when a user promises to pay at a later date. This type of Thank You email will contain information about how to mail or transfer payment to your organization.
The second type of Thank You email (Received Thank You) is sent when payment is actually received. These thank you emails should contain verbiage like "no goods or services were received..." and Tax ID numbers. Only Credit Card payments do not require you to setup aPledged Thank You.
As an example, when a user says that they would like to pay via Check by Mail, they will get the Pledged Thank You email that is associated with Check by Mail payment type. When the organization receives the check, they will log receipt of the check, and the user will then get the Received Thank You email that is associated with the Check by Mail payment type.
Thank you emails can also contain Merge Fields. That is, you can insert placeholders into your thank you emails that will get filled in when they are sent to your donors. For instance, you can add merge fields such as {first_name}, {donation_amount}, etc. These cryptic phrases will be replaced with actual values when the Thank You emails are sent out.
To configure a Thank You email for a payment type, simply click the "Edit" or "Create" link next to the payment type that you would like to configure. If you have previously created these Thank You emails, the link will say "Edit." If not, the link will say "Create." When you create a new thank you email, you have three choices: 1) create a thank you note from scratch, 2) use a default email that we provide that you can edit, or 3) if you already have thank you notes in another fundraiser, you can use them as a default.
NOTE: You must create thank you email(s) for each payment type that you would like to accept. You will not be able to launch your campaign until these are all created.
Creating Personalized Thank You emails
Each Thank You email that gets sent can be personalize to include the donor's name and the specific amount that they pledged or donated. You can also note the name of the specific fundraiser that they donated to. This personalize is accomplished by utilizing the various merge fields that are available when you define the Thank You email template.
Merge Fields
General Fields
first_name = donor first name
last_name = donor last
full_name = donor full name
nonprofit_name = nonprofit name
nonprofit_address = nonprofit address
nonprofit_website = nonprofit website
nonprofit_ein = nonprofit ein number
admin_name = nonprofit administrator name
admin_email = nonprofit administrator email
campaign_name = event name
ticker_symbol =
number_of_shares =
pledge_amount =
total_paid =
amount_remaining =
payment_amount =
recurring_amount =
frequency =
total_donated_to_date =
#_of_payments_to_date =
stop_after_#_payments =
