Email Contribution Statements
Processing > Contribution Statement Email
Email your End of Year Tax Statements directly through DonorSnap!
This process will generate stock, merged (for example, will say “Dear Bob”) emails to your donors. Contribution Statement will be attached as a PDF, and appear the same as the printed statements do under Reports > Donation Activity > Contribution Statements.
- Click Add.
- Use a Template if you’ve previously created an Email Batch
- Name your BATCH of emails (such as All, or Testing, or Donations Over 100)
- You can add FOUR sentences as a footer to the Contribution Statement. This footer will be the same for each statement. Type this in the Footer
- Click Insert.
- Customize your email on the Email Settings
- Type a From address (in case they reply); or it will be sent from the email@example.com email address
- Customize the Subject Line
- Type the Message of your email.
Insert Merge Fields from the box on the right.
Such as Dear <Salutation> (will insert the first name of your contact), or DonationAmountPriorYear will insert the total of their giving for last year.
The Text Editor is similar to others throughout DonorSnap: Insert Bullets and Numbers, Tables, Links. Change font sizes and colors, paragraph justifications, and insert images.
You can insert images (logos, pictures, design characters, etc.) in to your emails. However, files must be on the internet. You cannot upload files directly from your computer.
For example, our website (DonorSnap.com) has our DonorSnap logo on it. I can RIGHT-click on that image that my company owns (and you can do the same for images your organization owns and has uploaded to its website), and Copy Image Address.
Then Insert image in to your Email. Paste in to the top line.