Add more merge tags for gift notifications
Kanhai Shah
Merged in a post:
Gift Acknowledgement/Receipt Emails Additional Options
B
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.
Kanhai Shah
Merged in a post:
Add Gift Notifications for Forms that can be used with giving campaigns
B
Brandon Michael Sweeney
We need forms added as pre/post payment forms to also send a notification of the responses to specific people setup on the backend of the form. Or if the custom pre/post payment form responses could be included on the internal gift notifications that admins receive that would also potentially work.
Kanhai Shah
Merged in a post:
Include donor post-payment notes in their gift receipt email.
A
Abdul Moiz Shadab (Almabase)
Several UWSP donors include gift instructions or fund splits as comments or post-payment notes, and displaying these in the email receipt would confirm that the UWSP team received their instructions. This would also reassure donors who specify a special fund that their gift is directed correctly.
Kanhai Shah
Merged in a post:
Add Gift Note/Comment to Gift Notifications
B
Brandon Michael Sweeney
Add the ability to use the gift note/comment that a donor enters when making a gift as a Merge Field.
Specifically add the gift note/comment to the internal Gift Notifications sent to admins.
Kanhai Shah
Merged in a post:
Gift Receipt Emails Need More Merge Field Options
C
Cassey Youngblood
I saw a recent request for adding the gift date to the receipt emails. I bumped that request and would like to also be able to add additional fields such as the address the constituent uses at checkout, the donor covers fee amount broke out from the total gift amounts (similar to if a donor makes a gift to multiple funds at once, each of those funds are listed on their own line, we would like the fee to be listed on its own line), and lastly the option to add the custom form fields to the receipt.
Our Stewardship Coordinator uses these receipt emails to double check information being updated/imported into NXT. If an address is entered incorrectly into NXT she is not aware due to her process of checking the data entered.
Kanhai Shah
Merged in a post:
Add Date to Gift receipt
S
Sydney Sullivan
It would be great to add a date to each gift email so donors know what day they made a gift and can be used as an official tax receipt.
Kanhai Shah
Merged in a post:
Include Notes with the admin gift notification email.
T
Tawheed Masoodi
In the gift notification email that admins receive, can we also include the notes left by the donor?
The current notification email has the donor’s name, gift amount, whether the gift was made anonymously and other details.
We would also like to be able to see Notes under the Other Detail section
C
Claudia Pope-Bayne
This is a great suggestion. Adding the gift date to the receipt email is crucial for tax preparation purposes.
G
Ginu
Great to hear your perspective, Cassey Youngblood! I have a few more questions for you:
- Can you provide examples of the custom form fields you would like to include in the receipt emails?
- How frequently do you encounter issues with incorrect addresses in NXT due to the current receipt email format?
- Would you like the option to customize the layout of the receipt email to better suit your needs?
C
Cassey Youngblood
Ginu
- Currently the custom form fields we are using that would be beneficial in the receipt email would mainly be "constituency" however, I can see this being beneficial as well if we were to ask them survey questions in the future (This is not a top priority item though, this would be considered a bonus not a necessity).
- We receive quite a few younger donors and these individuals do not regularly update their alumni profiles with us but we can update their details with the addresses and other contact information they provide when checking out on Almabase. This happens quite often surprisingly (I would say at minimum 20/100 donors).
- More customization is always nice but again, not a necessity if we are able to add the address to the contact information sections and add the line item for the donor covered fee line. (Those two items are top priority for us).
J
Jennifer Lynne Reeves
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.
Load More
→