Once you have started to create a receipt template and selected the option to create an email receipt, you will have the option to create one of two different types of receipts, either for a single gift (generally used in everyday receipting) or for multiple gifts (use this option to create monthly, quarterly, or annual statements). Once you have selected an option and begun work on your receipt, you will not be able to change this, so make sure you have selected the right type of receipt before starting.

Use the guidelines below to create your email receipt template, depending on the type.

Email Receipt - Single Gift

Email receipts will be built using the same templating tool used for Virtuous Marketing Emails. To get started, click and drag elements from the right side panels into the template. To change the layout of objects on the screen, clack and drag elements from the structure tab.

Click and drag elements from the Content tab to add text blocks, images, and other objects to your template.

When adding a text block, click anywhere in the block to bring up the editing toolbar. Use the toolbar to format your text, including fonts and alignment, and click on Merge Tags to add in merge fields for Contact data or Gift data.

Email Receipt - Multiple Gifts

Email receipts for multiple gifts will also use the same editor and tools, so they share much in common with email receipts for single Gifts. The key difference is in how Gift data is treated. Since these receipts may include data for any number of Gifts, this data will be displayed in a table, as opposed to incorporating it into text via merge tags.

To create a Gift table, click on the Dynamic Content option on the Content menu and drag it to appropriate location in your template.

Then, click on the table in the editor to display the table options on the right. There are five different Gift tables to choose from:

  • Default Gift Table
  • Detailed Gift Table
  • Gift Designation Table
  • Tribute Gift Table
  • Premium Gift Table

Each table contains a pre-determined list of fields:

Default Gift Table

  • Receipt ID
  • Date
  • Amount
  • Tax-Deductible Amount

Detailed Gift Table

  • Receipt ID
  • Gift Type
  • Date
  • Amount
  • Tax-Deductible Amount
  • Projects (list of all Project splits)
  • Premiums (list of all Premiums)
  • Tribute

Gift Designation Table

  • Receipt ID
  • Date
  • Amount
  • Tax-Deductible Amount
  • Designations (list of all Project splits)

Tribute Gift Table

  • Receipt ID
  • Date
  • Amount
  • Tax-Deductible Amount
  • Tribute

Premium Gift Table

  • Receipt ID
  • Date
  • Amount
  • Tax-Deductible Amount
  • Premiums

Depending on the table selected, it may be necessary to click on the Body tab on the far right and increase the Content area width in order to clearly display all of the table data.

More advanced users comfortable with editing HTML can use the HTML content object to create more customized Gift tables, if desired.

Saving

You can manually save your progress at any time by clicking on the Actions button in the upper right. There, users can choose to save and continue working, or save and return to the main receipt screen. It is recommended that you save your work periodically to avoid losing any changes.

Use the Preview option to see what your email will look like, on a desktop screen or on a mobile device. Send a test email to see your email in your inbox and make sure it renders correctly. Note: Merge Fields and custom senders will not be populated for a test email.

Once you have finished putting your email together, click "Save and Go Back" to save your email and return to the main receipts screen.

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