Edit Your Peer-to-Peer Campaign Donation Receipt Email

Last Updated: Aug 16, 2016 08:26AM PDT

Setting up your Donation Receipt Email is the final step in creating a completely seamless donation experience for your donors. That is why this article will focus strictly on the Donation Receipt Email for Classy's new Peer-to-Peer campaigns and provide step-by-step instructions for how to tailor this last piece of your donation experience.

1. Navigate to Donation Email Receipt Setup
2. Email Builder Step 1: Setup
3. Email Builder Step 2: Content
4. Email Builder Step 3: Receipt
5. Email Builder Step 4: Save

 

1. Navigate to Donation Email Receipt Setup

From your Dashboard navigate to the Fundraising Tab, then click the Manage button for your Peer-to-Peer campaign.

Then, navigate to the Email Tab. From there, select Donation Email & Receipt.

Then, click on the Donation Received email to begin editing your Donation Receipt Email.

2. Email Builder Step 1: Setup

Provide the basics of your donation receipt email, specifically what a donor will see in their inbox. This step has three components:

A. From Name: Who your email will appear to come from. We suggest using the name of your organization.

B. Email Subject: This field sets the Subject Line of the email that is sent. For this section, we suggest using Your Donation Receipt, or similar verbiage that highlights the fact that the email is confirming a successful donation and contains a receipt.

C. Reply To Email Address: If a donor decides to reply to the email containing their donation receipt, the email address entered in this field will receive that reply.

3. Email Builder Step 2: Content

Next, you can edit the actual content of the email. There are 5 customizable content blocks within this section:

Background

Preheader

Header

Heading

Donation Receipt

 

A. Background: Choose a background color or enter a custom hex code for the body of the email. Our builder gives you the ability to choose from an array of colors or enter a specific hex (color) code if you want to use a custom color.

B. Preheader: Add text to the very top of the email. Note that this often appears as an extension to the subject line. You can also edit the color of this text.

C. Header: Add your organization's or specific campaign logo. You can also edit the header's background color.

D. Heading: The Heading content block is where you have the most flexibility and customization in terms of content for the donation receipt. You are able to add a headline in bold underneath the header box, and compose a short supporting message below it. This text can be centered, aligned left, or aligned right.

E. Donation Receipt: The final content block is the donation receipt section which includes all of the transaction details including donation amount, date, transaction number, and the name of your organization. This section is also where the PDF receipt is attached. The reader can also create or manage their own Classy Member Account by clicking the link in this email. 

Since the receipt and transaction details are not customizable, you can edit the color of the receipt clipboard icon to match your campaign's branding.

4. Email Builder Step 3: Receipt

The official receipt comes attached as a PDF. On the physical receipt, you are able to edit both the Header Logo and specific Tax Deductibility Language. The receipt will also include detailed information on your organization and transactional details for the donation.

5. Email Builder Step 4: Save

After you complete Steps 1-4, you are now ready to review the changes you have made. You can also send yourself a test email to make sure everything is perfect! Remember, you can always make updates to the Setup section if you need. 

If you have any questions about your Peer-to-Peer Donation Receipt Email please contact the Classy Support Team for assistance.