Donor Pages Setup: Get Notified - Donor

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.

Thank You Email

  1. By default, Method automatically sends a thank you email and an attached receipt. If you do not want this email to be sent automatically, uncheck the check box.
  2. Thank You Email Template: choose a template to send to your donors. By default, a Method template is used. You can also create your own email templates in the Send Email App.
    Changes you make on this screen in the email, subject, or body fields update the template in the Send Email App.
  3. Thank You Email From: Select who is sending the email.
  4. The email Subject and Body are auto-filled by the template you're using. You can make changes to both of these fields here, including mail merge in the body.
    If you choose to edit the body, do not change the receipt URL. You can alter any of the text, but if the URL is altered, it will not work.

Donation Receipt Template

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!


Was this article helpful?

Can’t find what you’re looking for?

Contact Us