Create or edit email receipt templates

Email receipt templates allow you to customize and reuse the content and appearance of your emailed receipts. Templates ensure your receipt emails contain consistent information for the subject line, send and recipient name, donor name format, and attached PDF receipt template. To save time, each time you send a receipt, you can use the default template or choose a different template you’ve created. Under Gifts, Receipts, Email receipt templates, you can edit the default template, create a new template, or mark a template as the default from its ellipses menu.

Note: As of March 22, 2022, Mastercard is introducing new requirements for merchants who charge customers via recurring billing. Edit any receipts to donors or constituents to include verbiage on how to cancel recurring payments including a phone number or instructions. For more information, see Knowledge Base article #198858.

  1. Select New, or from the template's menu , select Edit.

  2. Under Receipt template name, enter a name to identify the template internally.

  3. Under Receipt template description, enter a description to explain the template's use internally.

  4. Select Mark as default template to set this as the default template when you email a receipt. You will have the option to select a different template before you send the receipt.

  5. If you include the Selected name format merge field in your email content, under Select a name format you can set which name format you want to display

  6. Under Email subject, enter a subject appropriate for the receipt.

  7. Under Email message body, select Open email designer to edit the content, change the font size and color, or add images to the body of the email. For more information, see Email content.

  8. Under From name, enter the appropriate name for this receipt, such as the name of the president of your organization.

  9. Under From email, enter an email address that the receipt is sent from.

  10. Under Reply-to name, enter the name of the person at your organization that will respond to this email if the donor sends a reply.

  11. Under Reply-to email, enter the email address of the person at your organization that will respond to this email if the donor sends a reply.

  12. Select Save.