General Settings

This section pertains to customizing the emails you want to send to your donors or members. 

WHAT YOU CAN SEE ON THIS PAGE 

Figure 1:

Figure 2:

The General Settings page has 4 tabs as shown in Figure 1: 

  1. Global Receipting and Acknowledgment
  2. Non-Taxable Acknowledgment Letter
  3. Membership Thank You Note
  4. Alerts & Notifications

ACCESSING THE GENERAL SETTINGS PAGE 

Steps to accessing the Customize Email Message page: 

  1. Click on the Settings tab. 
  2. Select the General Settings option from the drop-down list as shown in Figure 2. 

Please note that if you have an Analyst user role, then you will not be able to see the settings tab.

CONTROLLING TAX RECEIPT SETTINGS 

Steps to control whether you want to send a tax receipt with every donation: 

  1. Click on the Settings tab. 
  2. Select the General Settings option from the drop-down list. 
  3. Click on the Donation Tab on the left side of this page (this tab is usually selected by default).
  4. In the “Will your organization issue tax receipts? ” field, select yes or no depending on if you want to send out receipts or not as shown in Figure 1. *Note that you do not need to click on anything to save this change because it automatically saves anything you type in this field. 

Please note that when you create campaigns, this field is used as the default option for tax receipts. However, you are able to change this setting per campaign later. The individual campaign settings will override the default setting here; thus, if you update the tax setting from here, it will not change the settings on existing campaigns in the system.  If this setting is set to no, tax receipts can be generated but donations made online will not have tax receipts sent by email automatically. To enable the automatic sending of tax receipts, this setting must be set to yes.

Figure 3:

CUSTOMIZING THE THANK YOU MESSAGE FOR TAX RECEIPT ELIGIBLE DONATIONS

Steps to customizing your email message for tax receipt eligible donations: 

  1. Click on the Settings tab. 
  2. Select the General Settings option from the drop-down list as shown in Figure 2. 
  3. Click on the Global Receipting and Acknowledgment tab on the left side of this page (this tab is usually selected by default). 
  4. Click on the Edit Email Message button at the bottom right-hand-side of this page (shown in Figure 1) to open the Edit Template pop-up (shown in Figure 3). 
  5. Change the subject and email body contents. 

* Please remember to always click Save to keep any changes you made. Please note that the subject field can’t use system variables. Also note that when you create campaigns, this acknowledgment letter is used as the default option for donor thank-you notes. However, you are able to change this setting per campaign later. The individual campaign settings will override the default setting here; thus, if you update the email context from here, it will not affect any campaigns that were previously created.

CUSTOMIZING THE THANK YOU MESSAGE FOR DONATIONS NOT ELIGIBLE FOR A TAX RECEIPT

Steps to customizing your email message for non-tax receipt eligible donations: 

  1. Click on the Settings tab. 
  2. Select the General Settings option from the drop-down list as shown in Figure 2. 
  3. Click on the Non-Taxable Acknowledgment Letter tab on the left side of the page as shown in Figure 1
  4. Click on the Edit Email Message button at the bottom right-hand-side of this page (shown in Figure 1) to open the Edit Template pop-up (shown in Figure 3). 
  5. Change the subject and email body contents. 

* Please remember to always click Save to keep any changes you made. Please note that the subject field can’t use system variables. Also note that when you create campaigns, this acknowledgment letter is used as the letter that goes out to all donors whose donation is not eligible for a tax receipt.

Figure 4:

CUSTOMIZE EMAIL MESSAGE FOR NEW/RETURNING MEMBERS

Steps to customizing your email message for your members: 

  1. Click on the Settings tab. 
  2. Select the Membership Thank You Note option from the drop-down list. 
  3. Click on the Edit Email Message button at the bottom right-hand-side of this page (shown in Figure 5) to open the Edit Template pop-up. 
  4. Change the subject and email body contents. 

*Please remember to click Save to keep any changes you made. 

Please note that the subject field can’t use system variables.

Figure 5:

SETUP A DONATION, MEMBERSHIP, OR VOLUNTEER ALERT

Steps to setting up a Donation, Membership, or Volunteer Alert: 

  1. Click on the Settings tab. 
  2. Select the General Settings option from the drop-down list. 
  3. Click on the Alerts & Tab on the left side of this page. 
  4. In the “Alert your team. Add an email address and start receiving alerts when someone donates!” field, enter the email address where you wish to receive the donation notifications as shown in Figure 5. 

*Note that you do not need to click on anything to save this change because it automatically saves as you type in this field.