How do I send a contribution receipt in EveryAction?

Follow the steps below to send a contribution receipt directly from a donor's contact record.

Before you begin: You must have a Contribution Receipt published in Targeted Email before you can send one. 

Step 1: Open the contact record and navigate to Contributions

Navigate to the contact record and open the All Details view. Scroll to the Contributions section and click the contribution's Amount to open the Contribution Details page.

Step 2: Select Email Receipt

On the Contribution Details page, select Email Receipt next to the Amount field.

Step 3: Choose the recipient

From the dropdown, select the correct email address for the receipt.

If you need to send the receipt to additional people, enter up to 5 email addresses in the BCC field.

Step 4: Send the receipt

Click Send.

A confirmation message will appear at the top of the page letting you know the receipt has been queued to send. You can view sent receipts in the Targeted Email section of the contact record.

Not quite what you were searching for?

• Navigate back to the Donor Acknowledgment and Receipts Resource Index.

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