Online Express Automated Receipts

We use it quite a bit! We have our online gifts coming in from a few sources, we use OLX primarily for our EMail appeals, which means high frequency of smaller gifts.


My favourite things:

1. I have it set to CC me when it sends a donor receipt. This serves as a nice alert for donations, but also helps keep it top of mind as to what the donor is seeing.

2. The fact that the receipt it automatically done and we get the link to download a receipt makes is super easy for donors who call back and can't open them, or had them go to spam.

3. I like that they get a confirmation screen, which we have it say they can expect a receipt via email alerts folks to expect a receipt, and to look for it.

4. Donors get the confirmation screen, the TY message and the tax receipt. It feels like a nice stewardship package. We follow up with Thank You phone calls.


Downsides:

1. It's hard to make the receipts pretty, but... small issue considering the amount of work it saves.

2. I have no idea if these emails "count" toward our annual number of emails cap in the subscription - customer service couldn't answer that question.


Sometimes, I've had donors complain they had trouble printing the receipt in that it ends up on multiple pages, but we think this their particular email service settings.


Hope that helps, but do send any specific questions my way!

Cheers

Aldera

Hi Elizabeth,

We use a separate receipt stack for our OLX receipts, then there is no issue at all with sequencing. There are a lot of good reasons to keep a sequence, if only for doublechecking to find missing receipts, that is likely what your acct department is thinking. By using a separate stack, OLX runs it's own number series and the ones "we" run are in their own series. That is also helpful for looking at a gift and seeing instantly where it came from or was receipted. Hope that helps!