One of the easiest ways to stay on top of acknowledging your donors and event attendees is to build templates of the different types of acknowledgements you might send.
Below, we'll provide you with a helpful guide on how to build one specific type of acknowledgement - a ticket purchase acknowledgement - within Donor Management.
Step 1: Make sure you are logged into Donor Management.
While your Events page "lives" in Fundraising Pages, the acknowledgements associated with that event are actually created and sent from Donor Management.
If you're looking to access Donor Management from your Fundraising Pages account, you can click on the "My Tools" button towards the top-right corner of your screen, and select the option for "Donor Management."
You should then be redirected to your "Dashboard."
Step 2: Click on the "Communications" tab, then select "Email Blasts."
Looking to create a Direct Mail template for your event? Not to worry, we'll go over how to do that in a future step below.
Step 3: Click on the "Templates" link next to the "Add Email Blast" button.
Step 4: Click on the "Add Template" button, then select "Ticket Purchase Acknowledgement."
There are multiple different types of acknowledgement templates that you can select, and only certain acknowledgement types are available depending on which communication tools you're using - so it's very important you select the correct one!
Step 5: Enter the required information for your new template.
You'll be prompted to enter some required fields, such as the template's name, the subject line you'd like for this email-based acknowledgement to include to senders, and the reply-to email address where you'd like any replies sent.
Step 6: Add any additional information to your template that you'd like to be included.
You can also add some additional information to this template, if you'd like.
You'll also have the option to make this template a "default" acknowledgement template.
In this instance, we do not recommend that you check this box - as it means that by default, any acknowledgement you create for a donor in any circumstance will pull from this event-specific template.
Step 7: Click Save & Exit.
You should see a green banner appear once the page reloads, indicating that the template was successfully created.
Step 8: Click on the blue "Edit" button within the body of the template.
Now that the basic template has been created, you'll want to edit and personalize the body of the acknowledgement. You can do so by clicking on the small blue "Edit" button - a series of new icons should then appear.
Step 9: Edit the text of the acknowledgement to personalize it towards your event.
Using those icons, you can now click directly into the body of the acknowledgement and edit the text as needed; you have options like modifying the font, adding images and hyperlinks, and including built-in merge fields.
Step 10: Once you've made all of the necessary changes, click "Save."
To return back to the main email templates page, you can click on the "All Email Templates" link next to the "Actions" button in the top-right corner.
You should then be able to see and access the main menu from that email templates screen.
Important note: these next steps will walk you through creating a second template specifically meant for direct mail-based communications.
If your organization prefers to exclusively send email-based acknowledgements, you are welcome to skip these following steps and continue on your event acknowledgement journey!
Step 11: Click on the "Communications" tab, then select "Direct Mail."
Step 12: Click on the "Templates" link next to the "Add Direct Mail" button.
Step 13: Repeat steps 4-10 to create a similar template in a direct mail format.
For a direct mail-specific template, the additional fields you have access to while setting up the template will look a bit different from the email blast version. You'll instead be asked if you're looking to generate and print corresponding mailing labels for your acknowledgements - and you'll be asked to confirm the margins of the letters that you'll be generating, so ensure nothing bleeds off of the page.
You also will have the option on this page to add a letterhead or stationery background for your organization, so that the letters you generate clearly display your organization's logo and information.
What else do you want to do?
Not what you're looking for?
Go back to the Feature Overview.