Setting Email Options for Receipts

Transactional Templates in DonorDock include additional email settings that control how receipt and reminder emails are sent and how DonorDock updates the related Gift after the communication is sent.

These settings are especially useful for receipt templates, pledge reminders, membership reminders, and other gift-specific communications.

Open Email Options on a Transactional Template

1. Navigate to Transactions > Templates or open Manage Templates from the Settings menu.

2. Open the Transactional Template you want to edit.

3. Click Set Email Options.

4. Configure the applicable email and tracking settings.

5. Click Save.

Send From

The Send From setting determines which DonorDock team member appears as the sender when the Transactional Template is emailed.

If you select a Send From user directly on the Transactional Template, that sender takes priority over other receipt settings.

For automatically generated receipts from Online Giving Pages, DonorDock uses the following priority:

1. Transactional Template Send From

2. Online Giving Page Send Thank You Email From

3. Organization Receipt Settings

DonorDock uses the first configured sender available in that order.

For example, if a Transactional Template has a Send From user selected, that user will be used even if a different sender is configured on the Giving Page.

💡 If you want receipts to come from a general organization address rather than an individual team member, an administrator can create that address as a non-interactive user. Non-interactive users do not count toward your organization's regular user limit and can be selected as the sender for communications.

Email Subject

The Email Subject setting allows you to define the default subject line used when the Transactional Template is emailed. Merge Tags can also be used in the subject line when you want the subject to include personalized information.

For example: Thank you for your gift, {{donor.first_name}}

BCC

A Transactional Template can include a BCC address if your organization wants an internal email address to receive a blind copy whenever the template is sent.

Only one BCC email address can be configured on an individual Transactional Template.

This can be helpful for:

• Keeping receipt copies in a shared inbox

• Providing visibility to a development or accounting team

• Maintaining an additional internal record of acknowledgments

Mark Receipt as Sent

Enable Mark Receipt as Sent when sending the template should count as the official acknowledgment of the Gift.

When enabled, sending the Transactional Template updates the Gift's Receipt Sent value to Yes.

This setting is useful for:

• Donation receipts

• Gift acknowledgment emails

• Thank-you letters that your organization considers the official receipt

Leave this setting turned off when the template is related to a Gift but should not indicate that the Gift has been formally acknowledged.

For example, a follow-up communication might use Gift Merge Tags without serving as the donor's receipt.

Mark Pledge Reminder as Sent

Enable Mark Pledge Reminder as Sent when the Transactional Template is being used as a Pledge Reminder.

When the template is sent for a Pledged Gift, DonorDock updates the Gift's Pledge Reminder Sent value to Yes.

This allows your team to track which pledge installments have already received a reminder and makes the value available for reporting.

💡 This setting should generally only be enabled on templates specifically intended for pledge reminders.

Mark Membership Reminder as Sent

Enable Mark Membership Reminder as Sent when the Transactional Template is being used to remind a Contact about an upcoming or expiring Membership.

When the template is sent, DonorDock updates the applicable Membership Reminder Sent value to indicate that the reminder has been completed.

This helps prevent duplicate reminders and gives your team a record of which Membership reminders have already been sent.

Choosing the Right Tracking Toggles

Not every Transactional Template needs every tracking option enabled.

💡 Review these settings carefully when duplicating or repurposing a Transactional Template. A template may look appropriate for a new use while still carrying tracking settings from its original purpose.

Why These Settings Matter

The tracking options on Transactional Templates allow DonorDock to automatically update related records when communications are sent.

Using the correct settings helps your team accurately answer questions such as:

• Has this Gift already been receipted?

• Has this Pledge installment already received a reminder?

• Has this Membership reminder already been sent?