Automated emails can be sent to your donors based on events that happen on your Givecloud site. Here as some examples:

  1. An account is created

  2. A donation is made

  3. A payment method is added to an account

  4. An automatic recurring payment fails to process because the donor's card expired.

Each of these emails are templates that can be customized to suit your organization.

This video is a part of our onboarding series. To find resources to help you launch your Givecloud Fundraising experience, including other helpful videos and our launch checklist, go to onboarding.givecloud.com.


Editing an automated email

Custom "From" and "Reply-To"

Add Givecloud's SPF record to your domain host.

DomainKeys Identified Mail (DKIM) Validation


Editing an automated email

To edit an email, go to Communicate > All Automated Emails

Click on the email you want to edit. You will then have the options to:

  • turn the email off if you don't want it to be sent

  • edit the subject of the email

  • add in an address to cc or bcc the email to

  • edit the content of the email

To include dynamic information in the email like the donor's name, address or donation amount, click the merge tag cheat-sheet at the bottom of the email.

Pro tip: Add your organization's branding to each automated email - either centred at the top or in the footer. 

Here is a list of automated emails that you can send to your donors:

1) Account: Welcome

  • Sent to your account holders when they first create an account.

2) Account: Updated

  • Sent to your account holders when they update their profile.

3) Account: Password Reset

  • Sent to your account holders when they need to reset their password.

4) Contribution Received: To Customer

  • Sent to all supporters who process a contribution through your site confirming their contribution was successfully processed.

5) Contribution Received: To Admin

  • Sent to your organization's team when a contribution is received

6) Contribution eDownload Links

  • Sent to supporters who have purchased digital downloads. This email contains the secured download URLs.

7) Recurring Payment: Processing Summary

  • Sent to your organization's team after recurring accounts have been processed. This email contains a summary of payments that succeeded and failed.

8) Recurring Payment: Payment Failure

  • Sent to supporters whose recurring payment failed.

9) Recurring Payment: Success

  • Sent to supporters whose recurring payment succeeded.

10) Recurring Payment: Reminder

  • Sent to supporters 3 days before a recurring payment is processed.

11) Payment Method: Expiring

  • Sent to supporters 1 month before their payment method expires.

12) Payment Method: Expired

  • Sent to supporters whose recurring payment method has expired.

13) Sponsorship: Started

  • Sent to sponsors when sponsorship has begun.

14) Sponsorship: Ended

  • Sent to sponsors when sponsorship has ended.

15) Sponsorship: Timeline Updated

  • Sent to sponsors when the timeline of a child they are sponsoring is updated

16) Page Activated (Fundraising Pages)

  • Sent to the creator of a fundraiser when their page goes live.

17) Page Suspended (Fundraising Pages)

  • Sent to the creator of a fundraiser when their page is suspended.

18) Abuse Reported (Fundraising Pages)

  • Sent to the creator of a fundraiser when their page is reported.

19) Donation Notification (Fundraising Pages)

  • Sent to the owner of a fundraising page when someone donates.

Want to set up a custom email to send to a donor when they register for a specific event, donate to a specific fund or purchase a specific product?

Friendly Reminder: check the Merge Tag Cheat Sheet at the bottom of the page when customizing an email.

You also have the ability to customize the "Reply-To" and "From" email address on your automated emails.


Custom "From" and "Reply-To"

  1. Go to Communicate > All Automated Emails

  2. At the top of the setting screen, you'll see settings for 'From Address', 'From Name' and 'Reply-To Address'. Change these fields appropriately.

  3. Hit Save in the top right. If you receive an error about your domain's SPF records, consult your IT professional and have them add Givecloud's servers to your SPF record.


Add Givecloud's SPF record to your domain host.

To verify your site email address, you need to add Givecloud's SPF record to the TXT record in your domain settings.

Steps:

  1. Log in to your domain hosting account.

  2. Find your domain's TXT record.

  3. Add Givecloud's SPF record — v=spf1 include:_spf.givecloud.co -all — to your domain's TXT record.

  4. Save your changes.


DomainKeys Identified Mail (DKIM) Validation

If you have updated your 'From Address' but still notice that emails are sending from Givecloud on behalf of (Your Organization), this is standard behaviour, particularly for certain versions of Outlook. If you want to prevent this from happening, you'll need to go through a slightly more complex setup procedure to set up DKIM for your domain on Givecloud. First, you'll need to add 3 CNAME records to your DNS. If you require DKIM, contact support about setting up custom DKIM for your domain.

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