If you prefer to send acknowledgments to your donors via e-mail, follow the steps below!

Step 1: Select 'Send Email'

If you click on the orange exclamation mark next to a donation, a drop-down menu should appear. Selecting 'Send Email' will direct you to our e-mail acknowledgment editing tool.

Step 2: Craft your e-mail

The editing tool should automatically generate a basic letter using an acknowledgment template.

You can edit the text of your template by clicking on the 'Edit' button in the top left corner of the body of the e-mail.

This will allow you to type in the text box and make any changes you need to – as well as add photos, adjust the formatting of the message, or add merge fields.

Step 3: Customize your 'Setup Options'

To customize your 'Setup Options', click the 'Edit Setup Options' link under the 'Reply to:'.

A pop-up window will open where you can edit your e-mail's '*Subject Line', Sender Name (formerly known as "From" e-mail address), and set your '*Reply-to Email Address'.

Step 4: Save your changes and send your e-mail!

Pro Tip: Once you are happy with your edits, you can send yourself a test e-mail by clicking on the 'Send a Test Email' button.

When you are ready, click the 'Send Now' button in the top right corner of the page! Your acknowledgment will be sent to your donor and a green check mark should now appear next to the acknowledged donation.

What else do you need help with?

How do I create an E-mail Blast acknowledgment template?

How do I create an acknowledgment via Direct Mail?

How do I acknowledge a tribute gift?

Not quite what you were searching for?

Navigate back to the Feature Overview.

Looking for training?

Explore this feature at your own pace - join a live training session or watch a recorded webinar by clicking the link below.