{"id":1080,"date":"2018-07-19T12:32:43","date_gmt":"2018-07-19T17:32:43","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&p=1080"},"modified":"2022-10-04T10:50:33","modified_gmt":"2022-10-04T15:50:33","slug":"email-contribution-statements","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/email-contribution-statements\/","title":{"rendered":"Email Contribution Statements"},"content":{"rendered":"

Processing > Contribution Statement Email<\/strong><\/p>\n

Email your End of Year Tax Statements directly through DonorSnap!<\/p>\n

This process will generate stock, merged (for example, will say \u201cDear Bob\u201d<\/em>) 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.<\/p>\n

\"\"<\/a><\/p>\n

    \n
  1. Click Add New Contribution Statement Listing<\/strong>.<\/li>\n
  2. Use a template if you’ve previously created an email batch
    \nOR<\/li>\n
  3. Name your batch of emails (such as 2021 Donations or Donations Over 100)<\/li>\n
  4. Use the Statement Type field to select whether you want to use the standard statements or use a Custom Contribution Statement<\/a><\/li>\n
  5. (If using Standard) You can add four single spaced lines as a footer to the statement. This is where you would put your “No goods or services…” line. (Tip: Press Shift+Enter to add a line break which creates a single spaced line.<\/em>) This footer will be the same for each statement. Type this in the “Statement Report Footer Comment” section<\/li>\n
  6. Click Insert<\/strong>.<\/li>\n<\/ol>\n

    Email Settings<\/h2>\n

    \"\"<\/a><\/p>\n

      \n
    1. Customize your email on the Email Settings <\/strong><\/li>\n
    2. Type a From<\/strong> address (in case they reply); or it will be sent from the no_reply@donorsnap.com<\/a> email address<\/li>\n
    3. Customize the Subject Line<\/li>\n
    4. Type the Message<\/strong> of your email.<\/li>\n<\/ol>\n

      Insert Merge Fields from the box on the right<\/h3>\n

      Such as Dear <Salutation> (will insert the first name of your contact), or DonationAmountPriorYear will insert the total of their giving for last year.<\/p>\n

      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.<\/p>\n

      Inserting Images<\/h3>\n

      You can insert images (logos, pictures, design characters, etc.) into your emails, using images uploaded into the Image Manager<\/strong> under the\u00a0Maintenance<\/strong> tab.<\/p>\n

      From there, copy the URL of the uploaded image.<\/p>\n

      Back in your email click the icon to Insert Image<\/strong> and Paste the URL into the line at the top of this box.<\/p>\n

      \"\"<\/a><\/p>\n

      Additional Resources:<\/h3>\n

      Custom Contribution Statements<\/a>
      \n      Contribution Statements Training Webinar<\/a>
      \n      Printing Contribution Statements<\/a>
      \n      Building DMP Batches for your Contribution Statements Webinar<\/a>
      \n      Adding Images to Emails and Forms<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

      Processing > Contribution Statement Email Email your End of Year Tax Statements directly through DonorSnap! This process will generate stock, merged (for example, will say \u201cDear Bob\u201d) 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 … <\/p>\n

      Continue reading “Email Contribution Statements”<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[13,72],"epkb_post_type_1_tag":[60,62,69,14,15],"class_list":["post-1080","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-acknowledgement-letters","epkb_post_type_1_category-email","epkb_post_type_1_tag-email","epkb_post_type_1_tag-email-pdf","epkb_post_type_1_tag-processing","epkb_post_type_1_tag-receipts","epkb_post_type_1_tag-statements"],"yoast_head":"\nEmail Contribution Statements - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/email-contribution-statements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Email Contribution Statements - DonorSnap Support\" \/>\n<meta property=\"og:description\" content=\"Processing > Contribution Statement Email Email your End of Year Tax Statements directly through DonorSnap! 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