Send Sustaining Receipts to Donors

After you generate sustaining receipts, you can send an email to donors with a link they can click to download their receipt. This email is sent via Email Campaigns.

On the first delivery that you create within Generations in Receipt Manager, an email campaign is created with the email message in it. Subsequent deliveries, no matter the generation, are new messages in this email campaign.

Tip: The email campaign is named Sustaining Receipts Email Campaign. Click Manage for the campaign, then click the Messages tab to find the message.

Warning: When editing the content of the message do not edit or remove [[M0:receipt_admin:sustaining_receipts_download_stag_link_text]] or [[S106:10001:1001]] tags in the content of the email. You will only be able to see the S106 S-Tag if you are in the Plain Text Editor. These tags render a link in the email that allows the donor to download their receipt.

First, create the email message to donors

  1. In Setup > Receipt Manager, find the receipt template that you want to use.

  2. In the Actions column, click Generations.

  3. Find the Generation you would like to view and click Create Delivery in the Actions column.

  4. The delivery process begins immediately, and you'll see a status message for the email just created.

 Next, send sustaining receipts to donors

  1. From Email, go to Email Campaigns then the Campaigns tab.

  2. Find the Sustaining Receipts Email Campaign, click Manage.

  3. Click the Messages tab and find the email message for the generation.

    Tip: The name of the email message will start with the same name as the Generation.

  1. Click Edit in the Actions column.

  2. Proceed with making edits appropriate to the message which includes,

    1. Message Information

    2. Envelope

    3. Stationery

    4. HTML WYSIWYG content editor

    5. Plain Text WYSIWYG content editor

    6. Send Review Email

  3. On the Approve page, click Approve to approve the message for sending.

    Warning: Do not click Setup Delivery from this page. The Sustaining Receipts process already created a delivery for these receipts in Receipt Manager.

  4. Click the Deliveries tab, find the email message for the generation. Note that this is the best method for sending the appropriate group.

    Warning: Do not change the Audience at this step. The Audience is associated with the group that is automatically created while generating sustaining receipts.

  5. Click Setup Delivery in the Actions column.

  6. On the Configure Message Deliverypage, click Next.

  7. On the Send to Delivery Queue page, click Send.