Donation Confirmation emails
I have some donations coming in that are paid by check. I have figured out how to manually record them in the Donations and can send a donation receipt, but cannot figure out how to send the Donation confirmation email (Thank you letter) manually and get the macros to populate. It would be nice to be able to acknowledge manual donations without going through a lot of manual steps. Has anyone come up with a quick way to do this?
I would also like to be able to send a confirmation email for manually-entered donations. We receive donations from various sources but I want them all in Wild Apricot, and since they come in sporadically, I'd rather not mess around with a data export and mail merge.
I'm fine with there just being one email for donations, rather than the receipt and the confirmation.
I'd also be fine with the donor/donation fields being added to the macro list for manual emails.
I see the need for two acknowledgments. One immediately after (any) payment to simply confirm receipt from payer. We also send a thank-you letter to donor after the first of the next year for tax purposes. We currently do not use WA’s donation letter, as we have a history of mailing a hard copy letter. I export to Excel (with some issues) and merge to Word (with some manual tweaking). With multiple donations in a year from the same donor, we send one letter with separate listings of each donation. Because of those issues, we might want to move to WA’s email letter if it would work with manual donations. We would customize it to include our own mix of legal, factual, and appreciatively flowery language. We would like to send a year’s batch at the same time. I would ask that you make it work, not eliminate it. Thank you.
Thanks for sharing, Peggy
There's no workaround for this, except that if you don't need donation receipt letter separately, you can copy/paste contents of confirmation email there. This way you will get all the macros as in confirmation email.
By the way, we are thinking of removing one of the emails, since they look pretty much the same. What do you think about it? Do you need them separately or single confirmation email will be enough?
Oleg, Product designer @ Payments team