Receipt Templates - Email copies / Drafts of receipts, Color Defaults and Tribute Merges and Alerts
1 - Please include the the option to send an RENXT user a copy of the receipts when sent, and a drafts of those receipts being sent out to donor before it can be sent to the donor - similar to how you can send a draft email from the marketing section.
2 - Please have an option for new receipt templates created in RENXT keep the color templates from previous template - like a "copy template" function.
3 - Please merge Tribute information into the receipt templates so that donor can confirm we've acknowledged the tribute
4 - Please include an option to send an email to the tribute if the information is available in the database. - You should be able to have Tribute info show immediate in the donation page, with button option for "email tribute:"
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Miguel Guadalupe
- Aug 9 2021
- Reviewed: Voting Open
Related ideas
Especially 1 & 2 are critical!
Totally agree with all of this! We have about 30 different thank you letters we use that we want to move into Receipting in NXT, but the idea of having to create each template from scratch is hard to stomach! Would love the ability to copy my template from an existing receipt. We also need the ability to get a copy of the receipt and to preview it!! The AI acknowledgements section adds an action with the text - that would also suffice if sending a copy to a RENXT user doesn't work.
add Tribute merge fields to the email receipt template