Customize Donation Receipt automatically emailed to Donor

[CWRWarriors]

Where do I go to automate and customize a receipt after a donation is made?  It only sends out a receipt for the amount of the transaction. There are no details on our 501(c)3 info or anywhere to add a personal thank you.  Any help would be great!

[CWRWarriors · Accepted solution]

We are using Hubspot to do transactions rather than stripe.  That would make it easy using stripe.  I wanted to use a workflow to send an automatic email, however, I can't find where to do that.  The last thing they do is hit the 'payment link' which doesn't have a workflow option.  Hence my confusion.  Unless I'm totally missing something.

[Lucila-Andimol]

Hi @CWRWarriors 

yes, you can use the itnegration with strip

or look for 3rd party apps in the marketplace.

If you need something more simple

you can have a workflow that sends an email with a standard thanyou attachment

once you have a transaction completed.

Hope this helps

[CWRWarriors · Accepted solution]

We are using Hubspot to do transactions rather than stripe.  That would make it easy using stripe.  I wanted to use a workflow to send an automatic email, however, I can't find where to do that.  The last thing they do is hit the 'payment link' which doesn't have a workflow option.  Hence my confusion.  Unless I'm totally missing something.

[BérangèreL]

Hi @CWRWarriors, thank you for the additional information!

I'd like to share these resources that might be of interest to you:

- Create automated emails to use in workflows
- The solution from @RSchweighart on this post "Setting Up Payment Link Notification Workflow" (you can see an example of a workflow trigger)

Also, I'd love to ask some of our Top Experts: Hi @Lucila-Andimol, @RSchweighart, @danmoyle and @00000 do you have other suggestions to help @CWRWarriors, please?

Have a great day and thanks so much!

Best,
Bérangère

[danmoyle · Accepted solution]

Tanks @BérangèreL. Hi @CWRWarriors!  HubSpot's payment link feature does not directly support workflows, but you can create a deal-based workflow to send a customized email after a donation is made.

First, make sure a completed sales through HubSpot payments creates and closes a deal. 

Next, create a new deal-based workflow in your workflow tool, and set the enrollment trigger to detect when a payment is completed (e.g., deal stage or property update). 

Then add an action to send an automated email, which can include the donation amount, your 501(c)(3) information, and a personalized thank-you message. (You might need HubSpot’s Transactional Email Add-on for this functionality, but I don't think it's a requirement - it just might help curb marketing contacts.)

That should help! 

[CWRWarriors]

Thank you!

[BérangèreL]

Hi @CWRWarriors and welcome, we are so glad to have you here!

Thanks for asking the Community!

On this thread "Non-profit trying to send donation receipts", @Ericworships kindly shares his solution with the Community!

Also, on this similar post "How to customize receipt from payment links?", I can see that @Lucila-Andimol suggests using the integration Stripe for that.

Alternatively, I’ve noticed a similar idea already present in our Ideas Forum: Payments: Customizing the email receipts that users receive by Payment link. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I hope this helps!

Have a wonderful day!

Best,
Bérangère