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!

[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 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