Automatically sending a Thank You email and a donation receipt to your donor
Automatically sending a donor a thank you email and a link to their receipt is a great way to ensure no donor gets missed, not to mention starting or continuing a positive relationship with everyone who supports your organization. The following steps will show you how to automate the email sent when a donation is made on your public page.
If you clicked Save & Next on the last step, you are already on the correct screen. Otherwise, from your Method dashboard, click Setup on your Donor Pages App and then click Get Notified.
Next, choose the template you wish to use for your donation receipt, which is generated when the donor clicks the receipt URL in the email. Method includes a stock donation receipt, NP_DonationReceipt. You can create your own receipt templates using Method's Report Designer tool, but be aware this is an advanced tool not intended for beginners.
The next part of this screen deals with setting up your internal notifications for staff. Click here to continue to the next steps!