How to: How can I edit the content for the donation autoresponder thank you email?

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Adam Lemmon
Adam Lemmon
Ancient Membership 100 Comments Photogenic Facilitator Level 3
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

Question:

How do I modify or change the content for the donation autoresponder thank you email that donors receive when they make a donation on my Convio donation form?

Answer:

To change this content, you will need to log into Convio as administrator, then navigate to:  "Fundraising --> Donation Management"  then click on the "Manage" link next to the campaign you'd like to work with (The standard campaign that we create for you as part of the Go! program is called "Convio Go! Campaign").  Once there, you will then click the "Edit" link next to the donation form where you'd like to make these changes.  When you are editing the donation form, you can skip to step 5 in the left hand menu.  This step is labeled as "Configure Autoresponders".

Once you are on the Configure Autoresponders screen, you will see that there are several autoresponder messages.  The "Standard Donation Thank you" is the message that gets sent to one time donors who make a donation on your form, and the "Sustaining Initial Thank you" is the message that gets sent to donors who choose to make a recurring/monthly gift.  Click edit next to the message that you wish to edit.  As you move through the steps to edit this autoresponder message, you will be able to use the Convio WYSIWYG to change the content, make sure to save your changes and then you're all set.

Post back here if we can provide more details!

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Comments

  • Tai Telesco
    Tai Telesco
    Ancient Membership First Comment Facilitator Level 2

    Hi Adam,

    I am editing our thank you letters and completed the steps listed above. I then tested the donation (to review the autoresponder email) and noticed there was no tax receipt attached to the message. Is there also a way to view the tax receipt?

    Thanks!

    Tai

  • Adam Lemmon
    Adam Lemmon
    Ancient Membership 100 Comments Photogenic Facilitator Level 3
    Tai Telesco:

    Hi Adam,

    I am editing our thank you letters and completed the steps listed above. I then tested the donation (to review the autoresponder email) and noticed there was no tax receipt attached to the message. Is there also a way to view the tax receipt?

    Thanks!

    Tai

    Hi Tai,

    Two things to check here:

    1) Did this happen when you are using Test Drive feature?  Or did you make a live donation on the form?  I've noticed a lot of problems with testing using the test drive feature so my typical recommendation to get the real user experience is to make a live donation and then you can log in as admin to give yourself a refund.  This will allow you to see for certain the exact screens that a donor will see.

    2)  If this was a live donation and the receipt wasn't attached --- did this happen on a new donation form that you've built or on one of your existing donation forms.  For all Canadian organizations in the Go! program, we always set up PDF receipts for your main donation form, but for new donation forms you'll always need to update your PDF receipt settings to add the PDF receipt as attachment on the autoresponder message.  For new donation forms you can add the PDF receipt by navigating to "Setup --> Receipt Manager" and then edit the PDF receipt to add the new donation form to the list.

    Hope this helps --

    Adam

  • Tai Telesco
    Tai Telesco
    Ancient Membership First Comment Facilitator Level 2

    Hi Adam,

    Thanks, I did a live transaction and the edits were made to the email and receipt was attached. Thanks for your advice - very helpful!

    Tai

  • Shannon Milne
    Shannon Milne
    Ninth Anniversary First Comment Facilitator Level 1 Praiser Level 1

    Adam Lemmon:

     
    Tai Telesco:

    Hi Adam,

    I am editing our thank you letters and completed the steps listed above. I then tested the donation (to review the autoresponder email) and noticed there was no tax receipt attached to the message. Is there also a way to view the tax receipt?

    Thanks!

    Tai

     

    Hi Tai,

    Two things to check here:

    1) Did this happen when you are using Test Drive feature?  Or did you make a live donation on the form?  I've noticed a lot of problems with testing using the test drive feature so my typical recommendation to get the real user experience is to make a live donation and then you can log in as admin to give yourself a refund.  This will allow you to see for certain the exact screens that a donor will see.

    2)  If this was a live donation and the receipt wasn't attached --- did this happen on a new donation form that you've built or on one of your existing donation forms.  For all Canadian organizations in the Go! program, we always set up PDF receipts for your main donation form, but for new donation forms you'll always need to update your PDF receipt settings to add the PDF receipt as attachment on the autoresponder message.  For new donation forms you can add the PDF receipt by navigating to "Setup --> Receipt Manager" and then edit the PDF receipt to add the new donation form to the list.

    Hope this helps --

    Adam

     

     

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