Email receipt templates

Email receipt templates allow you to create customized reusable content for your emailed receipts. Under Gift receipting, Email receipt templates, you can create or edit the default template , change the status of a template, or view the date a template was last modified.

Note: As of March 22, 2022, Mastercard is introducing new requirements for merchants who charge customers via recurring billing. Edit any receipts to donors or constituents to include verbiage on how to cancel recurring payments including a phone number or instructions. For more information, see Knowledge Base article #198858.

Create or edit an email receipt template

To create or edit the email receipt template:

Select New, or from the template's menu , select Edit.
Under Receipt template name, enter a name to identify the template internally.
Under Receipt template description, enter a description to explain the template's use internally.
Select Mark as default template to set this as the default template when you email a receipt. You will be given the option to select a different template before you send the receipt.
If you include the Selected name format merge field in your email content, under Select a name format you can set which name format you want to display
Under Email subject, enter a subject appropriate for the receipt.
Under Email message body, select Open email designer to edit the content, change the font size and color, or add images to the body of the email. For more information, see Email content.
Under From name, enter the appropriate name for this receipt, such as the name of the president of your organization.
Under From email, enter an email address that the receipt is sent from.
Under Reply-to name, enter the name of the person at your organization that will respond to this email if the donor sends a reply.
Under Reply-to email, enter the email address of the person at your organization that will respond to this email if the donor sends a reply.
Select Save.