Some organizations choose to send their acknowledgements via email, particularly if they have a large amount of donations – or a younger, tech-savvy audience.

If you click on the orange exclamation mark next to a donation, you should see an option to “send email.” Selecting that option will then bring you into our email acknowledgement editing tool.

The editing tool should automatically generate a basic acknowledgement letter using an “acknowledgement template.”

You’ll have the option to edit the text of your template by clicking on the blue “Edit” button in the top left corner of the email’s text.

You should then be able to type into the text box and make any changes you need to – as well as add photos, adjust the formatting of the message, or add merge fields.

You’ll also have the option to edit the “setup options” for the letter, such as the subject of the email or whom the email reflects as being “from.”

You can access this by clicking on the orange “Edit Setup Options” text towards the top of the draft acknowledgement, below the “to,” “subject,” and “reply to” fields.

Once you’re happy with the edits you’ve made to your acknowledgement, you can send yourself a “test” version of the email acknowledgement you’ve created by clicking on the “Send a Test Email” button.

You should then receive a test copy of the acknowledgement to the email address that you used to sign into Donor Management.

We strongly recommend sending a test email, so that way you can make sure that the email looks exactly how you’d like it to before it gets sent to your donor.

Once you’re ready, you can then press the yellow “Send Now” button in the top right corner – and voila! Your acknowledgement has been emailed to your donor, and you should now see that green check mark next to the acknowledged donation.

You’ll also see a banner at the top of the page confirming that the acknowledgement email has been sent.

You also have the option to view the email acknowledgement that you sent – you'd simply click on the drop-down menu next to the green checkmark icon, and select “View Sent Email.”