Steps to customize the content of the giving goal acknowledgments
To edit the web and email acknowledgements that donors will receive if they create a giving goal online, please follow the steps below.
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Login to the admin portal
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Click on the Finance tab
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On the left-hand menu, click the Campaigns link
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Click the name of the campaign
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Scroll down to the Giving Goal Acknowledgements section
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To edit the Web Acknowledgement:
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Under the Web icon, click the Edit button
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Click the Preview button
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Click the Edit Template button
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Click on the Body tag at the bottom of the form. Please note: This is the default message that will appear on the web page when the donor successfully submits their gift. You will want to keep this message short
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Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives. For example: You can add the donor’s first name to the thank you line by placing the following between the words you and for: , #, Click Preview and Save
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Verify that the acknowledgement appears as you expected
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Click Save & Exit
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To edit the Email Acknowledgement:
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Under the Email icon, click the Edit button
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Click the Preview button
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Click the Edit Template button
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Click on the Subject tag at the bottom of the form. This is the default subject line that will appear on the email the donor receives. The default subject line will thank the donor by first name and include your organization’s name.
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Click the Body tag at the bottom of the form. The default messaging will return detailed information regarding your donor’s pledge.
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Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives. For example: You can add the donor’s first name to the thank you line by placing the following between the words you and for: , #,
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Click Preview and Save
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Verify that the acknowledgement appears as you expected
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Click Save & Exit
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