Manage and customize campaign receipts, statements, tax letters, and item donation letters. Create a personal registration text, which is sent once a user completes registration, is added as a new user, or is checked-in. Include a note on your statements, such as your 501(c)(3), a "save the date" for a future event, or a thank you to supporters.
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Locate settings
- From the Admin Navigation, select Settings > Welcome & Acknowledgements.
Welcome text
Choose the default content or personalize the welcome text. Include a Bitly link to link the recipient to the campaign. There is a character limit of 102, which includes spaces. The welcome text is sent to users after completing registration, or when:
- A user registers online.
- A user texts to register.
- A user is checked in by an admin at registration.
- A user is added as a new user from the Users page.
- An admin sends the welcome text through Messages.
Bitly link and description
##DONATELINK## - Link to Donate
##HOMELINK## - Link to Home
##INSTANTLINK## - Link to Instant Items ("Available for Purchase"- Category)
##LIVELINK## - Link to Live Auction Items ("Live Auction" - Category)
##MYINFOLINK## - Link to My Info
##NOBIDSLINK## - Link to (Items with No Bids - Category)
##PAYLINK## - Link to Pay
##VOTELINK## - Link to Vote Items ("Cast a Vote" - Category)
##CCLINK## - Link to Add a Credit Card page
Statements
Users who complete check out are automatically emailed a statement to the email attached to the account. Generate a pdf of all users by clicking 'Generate Statement'. Statement_Sample.png
Statement note
The statement notes are shown below the details section of all statements. There is a limit of 4,000 characters, which includes spaces and returns. Want to know which documents and emails this note will appear on? Find the full list here.
Receipts and tax letters
Generate a pdf containing receipts for all paid users. Download with or without a custom tax letter. Receipt_Sample.png
Tax letters
Customize the content within 'Settings'. Tax letters include the organization name, any donation or purchases, along with transaction dates. The default content pulled is:
##FIRST_NAME##
- Individual donors full name or company name.
- Company donors with a contact name entered will pull into the first name field.
##EVENT_NAME##
- Name for text message set in Site settings.
##EVENT_DATE##
- Start date and start time set in Site settings.
There is a limit of 3000 characters, which includes spaces and returns.
Item donation letters
Generate a pdf collection of items donation letters for all users added in the 'Donated By' section. A user profile is created for the item donor and accessible from the 'Users' page.
Item donation letters include the organization name, start date, and details on items donated. Details include item name, FMV, and purchase price. The default content pulled is:
##FIRST_NAME##
- Individual donors full name or company name
- Company donors with a contact name entered will pull into the first name field.
##EVENT_NAME##
- Name for text message set in Site settings
##EVENT_DATE##
- Start date and time set in Site settings
##ITEM_NAME##
- Item name entered on the item.
##FMV##
- Fair Market Value entered on the item.
There is a limit of 3000 characters, which includes spaces and returns. Sample Item Donation Letter .png
