Email Confirmations

After someone completes an online transaction, such as a donation or registration, the form automatically sends them a confirmation email. The email reassures the person that they successfully submitted the form, and can also help your organization build a relationship with them.

As you design your confirmation message, consider these recommendations.

  • Focus the content on the details of the transaction.

  • Thank the person for their interest in your mission.

  • Highlight next steps or pertinent information, such as when to arrive at an event.

  • Offer ways to keep in touch, such as links to opt in to receive additional communication.

  • Suggest other ways to get involved.

To create an email confirmation, select Confirmations from the form designer and select Open email designer. For information about how to design the text and images, see Email Builder.

Note: To provide someone with transactional details for tax-purposes, or to resend a confirmation email, send a receipt. For more information, see Receipt Manager.