Summary: This guide provides step-by-step instructions for customizing the donor appreciation messages for a Pledge Campaign, detailing how to update the instant web Thank You Message and how to enable and personalize the automated follow-up email sent after a donor submits their pledge.
Before You Begin
- You must have the necessary permissions to access Tithely Giving and Pledge Campaigns.
- You need a personalized Subject Line and Email Message Content prepared for the automated follow-up.
Step-by-Step Instructions
- Log in to your Tithely Admin account.
- Select Giving.
- Click Pledge Campaigns.
- Select the campaign you’d like to manage.
- Click on the Notifications tab.
- Update the Web Thank You Message field. [This message appears immediately on the webpage after a donor submits their pledge (also known as a toast message).]
- Toggle Enable New Pledge Email to Yes to send an automated follow-up email (or No to disable it).
- Enter a Subject Line for the follow-up email.
- Customize the Email Message Content to reflect your gratitude and next steps.
Troubleshooting & FAQs
- What is the difference between the Web Thank You Message and the Email Message? The Web Thank You Message is a brief message (toast message) that appears instantly on the webpage, while the Email Message is a separate, more detailed automated follow-up email sent to the donor's inbox.
- Why should I personalize the email content? Customizing the Email Message Content helps you build trust, reflect your gratitude, and include next steps, encouraging continued generosity and engagement.
- How do I turn off the automated email entirely? Toggle Enable New Pledge Email to No in Step 7.