Send a Customized Thank You Email to Donors who Make Pledges

This article provides steps to send a customized thank you email to donors who make Pledges.

A staff member can send a customized thank you email to a donor for a pledge. The customized thank you email can be set up and edited when the Giving Administrator sets up a new fund.

A staff member can also send a customized pledge statement to a donor to remind them of the pledge they have set up.


Complete the following steps to send a customized thank you email:

1. From Giving go to Funds.

2. Click on the Fund to see the Fund Details.

3. Click on Pledges.

The Thank you Sent and Thank You Not Sent filters should be selected.

4. From the Pledges screen click on the ellipses (3 vertical dots) to see the drop down menu.

5. Select Send Thank You Email

6. Select Yes to confirm you want to continue. (The system displays how many recipients there are and how may are not eligible to be added to message and why.) 

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.



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