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How do I set up confirmation emails and receipts?

  • December 1, 2025
  • 2 replies
  • 106 views

Happie Pingol
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Say “thank you” that converts: Customize your thank-you page and automatic email receipt in minutes—so donors feel appreciated and get the details they need, right after giving. 

 

Step 1: Open your form Confirmation page 

From EveryAction Home, open Online Actions. On the left-hand navigation, click Engagement → Communication Tools → Online Actions. If your left menu looks different, use Search for a page to find Online Actions. Click the “Create New Optimized Contribution Form” button or open your existing form. Click on the Confirmation page. 

 

Step 2: Set your Thank You page 

Add a clear headline and a short message that confirms the gift and reinforces its impact. A default message—complete with receipt details—is already provided, and you can edit or expand it if you want to customize the experience. 

 

Step 3: Configure the email receipt 

Add a concise subject line and a short, friendly thank-you message that includes the donor’s details (such as amount and frequency). A default message—already populated with receipt information—is provided, and you can edit or personalize it however you like. 

 

Step 4: Preview and test 

Run a small live test gift to confirm the email arrives, and the details are correct before you share them broadly. 

 

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2 replies

  • First Timer
  • July 2, 2026

Thank you for this! We are already dong this in practice - however we do get audited, sometimes auditors ask to see specific acknowledgement letters. How would we be able to access them? 

 

Thanks!


Happie Pingol
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  • Author
  • Community Manager
  • July 2, 2026

Hi ​@kristine! Great question! If you're ever asked to provide a specific acknowledgment letter or receipt during an audit, you can access or generate it directly from the contribution record in EveryAction.

To generate an acknowledgment letter:

  1. Open the contact's record and select the specific contribution.

  2. In the Acknowledgments & Premiums section, click View Payment in Acknowledgment Report. This opens the Contribution Acknowledgment Report filtered to that contribution.

  3. Select Report Actions > Generate Letters.

  4. Generate the letter using the assigned acknowledgment template (or choose another template if needed). Once it's finished generating, you can download it from My Export Files.

To send or retrieve a contribution receipt:

  1. Open the contact's record and go to the Contributions section.

  2. Click the contribution amount to open the Contribution Details page.

  3. Select Email Receipt next to the Amount field.

  4. Choose the appropriate email address. You can also add up to five additional recipients in the BCC field if needed.

  5. Click Send to queue the receipt for sending.

For step-by-step instructions and additional details, please see the help articles linked below.

 

Hope this helps!