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Add a "print gift summary" link to donation autoresponders

Donors would like to print just their gift summary (in one, single page) instead of an entire donation autoresponder.Can Blackbaud make a printer-friendly version of the gift summary (one page only) and allow us to add the "print this gift summary" link with an S tag?

  • Kerry Meyers
  • Dec 30 2015
  • Already exists
Area of the Product Donations
Org/Company Name The Carter Center
  • Attach files
  • Admin
    Ken Cantu commented
    January 05, 2016 17:57

    Hi Kerry, you can do something similar to this by linking to Receipt Request tool in your autoresponder stationary or email message.

    Here is a community post about it:

    https://community.blackbaud.com/forums/viewtopic/1/992?post_id=15771#p15771

    Thanks,

    Ken

  • Kerry Meyers commented
    January 05, 2016 20:52

    Hi Ken,

    The Receipt Request tool doesn't work. I have Convio donations in my personal account spanning from 07/24/2012 to 12/30/2015. When I tried to send myself a receipt, this is what the email said below. This is the URL that I used: http://donate.cartercenter.org/site/ReceiptRequest.

    These are my questions:

    1) Is the tool working for other organizations?

    2) Where can we modify the sender, subject, and body of the email?

     

    **start of email**

    From: Site Administrator <carterweb@emory.edu>

    Subject: Your Donation Receipts

    Dear Kerry,

    We are sorry, we cannot locate any receipts for [my personal email appears here] between Jan 1, 2012 12:00:00 AM and Dec 31, 2015 11:59:59 PM. Please verify your user name, the donation dates, and submit your request again if necessary.

    **end of email**

  • Kerry Meyers commented
    January 05, 2016 21:02

    Ken, I want to add that the Receipt Request tool isn't a replacement for a "print this gift summary" S-tag.

    I'm looking for a link to go in our thank you autoresponder that will print out just the bare essentials from that particular transaction summary. In contrast, the Receipt Request tool requires the additional steps of clicking-thru to a new web page, entering first name, last name, email address, and date range.

    This isn't a convenient option for a donor who simply wants to print out the email receipt they are viewing at that moment.

  • Kerry Meyers commented
    January 07, 2016 21:42

    Ken, I have an update. I opened a Support case and they found that the Receipt Request Tool was not enabled for our site. Once Support enabled it, it worked. Unfortunately, for sustaining donors, they receive separate pdf receipts per each gift they gave. Our monthly donors won't be satisfied with receiving 12 pdfs when they are looking for a simple receipt.

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