Set Up Automatic Emailed Receipts

This article covers the process of automatically emailing receipts to your donors. There are plenty of other ways to send receipts and Acknowledgements to donors in Kindful.

Learn more about Acknowledgements here.



Overview

Kindful will automatically receipt all your online donations without you having to do a thing.

However, if you're trying to set up your automatic email receipts and customize their messaging, we'll show you how in this article.

Outlined below are two different options: standard messaging for all transactions, or individualize emails for donations or Campaigns.



Option 1: standard messaging

The first option is to use a standard message for all online donations.

Do this by going to Settings, then Transaction Settings.

Find the Successful Transaction Messaging box and fill in your own message. This note will be automatically emailed out along with a receipt block (portion of the email that automatically pulls in donor's receipt) for all online donations.

transaction_message.png

 



Option 2: create a custom template

You can set up a custom template within Kindful's email/letter templates section. You'll set this specific template up as a transaction receipt, which is used for automatic emails.

Learn more about creating email/letter templates here.

After you're made one of these templates, you can assign it as the default for all online donations, or as individualized email receipts on a per Campaign basis.

RECEIPT FOR ALL DONATIONS
Go to Settings, then Transaction Settings. Select your Default Transaction Receipt.

default_transaction_receipt_emails.png

 

RECEIPT PER CAMPAIGN
Go to Settings, then Campaigns. Select the edit icon edit_icon.png for the Campaign you want to change.

Scroll to the Default Transaction Receipt Email sections and change accordingly.

default_campaign_transaction_receipt_emails.png

 



Troubleshooting automatic receipt emails

To ensure your automatic receipt emails will be sent, you'll need to make sure the checkbox labeled Disable success transaction emails? is unchecked. Checking this box will prevent automatic receipts from being sent.

You can find this option in between Enable campaign api access? and Disable transaction failure emails? checkboxes, midway through the Campaign Settings page.

disable_transaction_success.png

 

 

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