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Can I set up a template to generate and email our donation receipts?

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Occasional Participant

Can I set up a template to generate and email our donation receipts?

I'm here handwriting about 50 tax receipts. I'm wondering if Constant Contact has the capacity for creation of a template that I can upload a spreadsheet to and email the receipts out. Something like:

 

Jane Johnson

123 Main St

NY, NY  10001

 

Donation: $50

Donation Date: 12SEP11

 

Thank you for your donation. Our EIN: 12-1234567

 

 

 

 

 

3 REPLIES 3
Occasional Participant

Re: Can I set up a template to generate and email our donation receipts?

I made some progress on this. But it's opened new questions.

 

I saw how to change Custom Fields on the contact records. So, one of my new fields is Donation1

It's possible to "insert" customer info fields into a template.

 

So easy!

 

Now I'm concerned about setting things up so that everything is straight. example:

 

  • Jane donated $50 in April and her receipt for that went out.
  • Now we're doing November receipts and Jane donated another $50.

 

I'm looking for a clean way to ensure that we just send a November reciept while keeping track that Jane has donated $100 in 2011.

 

Ideas?

 

 

Honored Contributor

Re: Can I set up a template to generate and email our donation receipts?

Hi,

 

I would suggest keeping a separate spreadsheet that contains how much each contact has donated each month. I would also ensure that you are updating each contact's custom field to reflect the amount they paid that month.

 

I hope this helps,

Jarrad

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Member

Re: Can I set up a template to generate and email our donation receipts?

I'm fairly new to Constant Contact but we are a synagogue and we have a program that will generate those tax forms at the end of the calendar year.  Or another suggestion is to make a spreadsheet in Excel and merge into a pre-made form.