Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would also be nice to have a "preview email" option before sending in bulk
Tiffany Caron
shared this idea
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adamsamuels commented
Yes, we have a specific use case that needs more detail in the email message than default. Updating the subject and body are critical, along with the ability to preview or test, and a choice of output file name.
This could all be in a module Content setting.
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Celeste Earley
commented
This would be an incredible feature to have.