Gift Acknowledgement/Receipt Emails Additional Options
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Brandon Michael Sweeney
We need to have a Gift Date Merge Field added to the auto triggered templated Gift Acknowledgement/Receipt Emails sent after a donation is made.
This is needed as it recently came up as a requirement for a specific Prospect's Employers Matching Gift Program:
Donor Email: "Thank you. Is there any way that you can send me a receipt with the date? I have to enter the date that I made the donation and that has to match for them to match the gift."
This donor has given her last four donations online and needed the receipt of her August donation. We manually created a receipt for her via RE NXT so she can use it to get her gift matched.
Her question brought up an interesting thought on adding the date to the gift acknowledgement/receipt within Almabase.
After looking this does not seem to be an available Merge Field within Almabase's Email Editor.
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Jennifer Lynne Dooley
It would be nice to have the ability to add any information that may be populated from the giving form or any embedded form created into the email confirmation.
Sahil Mallick
Great to hear your perspective, Brandon Michael Sweeney! I have a few more questions for you:
- What specific information should be included in the Gift Date Merge Field?
- Are there any other fields or information that should be added to the receipt emails?
- How frequently do donors request receipts with specific details like the gift date?
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Brandon Michael Sweeney
Sahil Mallick - See snip of our current Templated Gift Acknowledgement/Receipt Email
- Based on the snip of our current Email Receipt it would be great to see a header row saying "Gift Date" or "Transaction Date" or even just "Date" and then merge in the date the gift/transaction was made.
- At this time, there are no additional merge fields I can think of but I am happy to come back and add additional comments if any come to mind!
- This was the first time a donor made this request but since it was related and required for her specific employer's matching gift program I could see this being a larger issue as we receive more Matching Gifts as we implemented Double the Donation this Fiscal Year.
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Brandon Michael Sweeney
After more thought, I think it may be beneficial to have access to all of the standard built in merge fields of the standard template provided by Almabase. If they get deleted I do not believe that they are available to re-add easily as it is currently.