Messages: Donation Summary Receipts

Raisely makes it easy and flexible to send a Donation Summary receipt to any of your donors, either in bulk or on an individual basis via Messages. Let’s explore how…

Setting Up Donation Summary Message

The following is a simple walkthrough in how to setup Donation Summary Receipts in Messages:

1

From the Organisation's sidebar, select Messages > Donation Summaries. Here you can view and edit your existing summary receipts, or select New Donation Summary

2

Name your Donation Summary, ideally using a common naming convention so you can view and search these at a later date.

You have the option to clone the Donation Summary from an existing one, so a good practise is to create Templates that you may commonly use, speeding up the process. You may have a template you use each EOFY for everyone, but another template for individuals.

3

Configuration in Step 1 allows you to set your date range, payment accounts, and whether offline donations are included. 

4

Step 2 is where you select your audience. Choose from All Donors, Specific Donors, or Audience Segment. 

5

Step 3 allows you to configure the PDF Donation Summary that is attached to this message. Select Edit Receipt to change the details on the PDF as well as the naming conventions used for each field.

6

Step 4 is where you create your Message, from subject, sender, and content. Take your time to create a personalised experience for your donors by using merge fields and thoughtful content. Be sure also to apply your brand so your donors recognise you. Once happy with your content, you can send yourself a test to check the message on desktop and mobile.

7

When ready, send Message in Step 5. You also have a preview of the total number of recipients, helping you make sure it’s been configured correctly.

Downloading a Donation Summary Receipt

It is easy to download a donation summary receipt that was previously sent to one of your donors! 

1

From the Organisation's sidebar, select People and located the donor you have previously sent the summary receipt to

2

Click on the User's name, and under the Donation Summaries, you'll see the receipt that was sent with an option to download the file

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