FA Donation Notification - add email address and phone number to content
Greetings,
Regarding the donation notification that fund advisors can receive for funds they advise each time a donation is made, can the email notification be customized to also include the contact information of the donor, like their email address and phone number?
Warm regards,
Tess
Tess Slaton
shared this idea
The following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release.
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Marsha Strauss
commented
I think that would be great as well, we have those fields as options in the tribute notify, not donation notify, which is odd.
Donation_notify_email_body
Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise, when Donation Notify is enabled in the fund advisor record.
Default site custom content: This is a notification that DonationID {{donation_id}} was received for {{fund_name}}
Donor: {{donor_name}}
Amount: {{amount}}
Description: {{description}} -
Michele Jeican
commented
We have been adding this info in the description line as a work around. The only time it's a problem is when it's a stripe donation, we have to unpost it, type in the description line and repost it. The notification should include all information for the fund advisor, we shouldn't have to duplicate it.