Customizing your automated receipts is optional. Even if you don't customize the receipts area of your campaigns, the system will still generate automatic and personalized email receipts. All receipts will feature a subject line and greeting based on the activity/campaign name/information entered during the transactions, and will greet your supporter by their name. Most importantly, all receipts already contain the required financial and tax-deducible information, so you don't have to enter any of those details manually. All receipts, by default, contain all the legally-required information such as tax deductible amount, contact info for your organization, and the disclaimer.
For a fully personalized experience, we of course do recommend customizing your receipts and adding a personal touch for your supporters.
You can customize the automated email receipts that get sent to your supporters per campaign by going to Campaigns > Edit This Campaign > Receipt Settings > Transaction Receipt Settings.
Here, you can specify the sender (from) email address, the subject line, the greeting, and whether you'd like to use the first name or full name of your supporter in the greeting.
Note: Yahoo-hosted email addresses should not be entered in the Sender Email field. If you enter an address that is @yahoo.com or a custom domain email that is maintained by Yahoo, it will prevent all of your email receipts and confirmations from being sent out. This is due to an out-dated security precaution that is unique to Yahoo.
In the custom messages area, you can enter the messages you'd like the recipients of each activity type to see. We broke this area down into the various activity types so you can set up a unique message for every type of supporter activity, or copy and paste the same message to all. If a single person adds multiple activities to their transaction, they will receive the individual message relating to each one in their receipt.
The custom message will be the first text your supporter will see after the greeting, and before the tax deductibility disclaimer and the transaction details.
In the Tax-Deductible Disclaimer section, you can choose the wording of your tax deductibility disclaimer, as well as choose if or when it appears.
The bottom of the message will contain your organization's contact information and EIN.
Click SAVE to save your settings, then click on Send Test Receipt to preview what your receipt will look like. Since you have formatting and image options in your custom message body, this is a good opportunity to make sure everything is formatted correctly!
If your campaign includes a Recurring Payments option, you'll also want to customize your recurring payment receipt (also within Campaigns > Edit Campaign > Receipt Settings). This receipt is not for tax purposes and provides a summary of the recurring payment details, along with a link to edit the donation in the future. You can customize the subject line, write a short message, and set whether the tax-deductible details are included.