Make new gift notification email customizable
complete
C
Carolyn Koesterman
Merged in a post:
Improve New Gift Emails
V
Valerie Veal
Please Add Donor Address and Campaign to the New Gift Emails OR make this email an email template with customization options.
C
Carolyn Koesterman
updated the status to
complete
Instead of using the default gift notification, this can now be accomplished with automations. When creating automations, you can create an automation that when a gift is created, ti sends an internal email to the contact emails of your choice and then you can specificy what merge tags of information are specifically in the notification email.
C
Carolyn Koesterman
Merged in a post:
Allow users to customize the "New Gift Notification"
H
Hillary Stevens
It would be really helpful to have details about the donation/donor included in the body of the email notifying us about a new donation, rather than requiring staff to click into Donor Dock to review the info.
C
Carolyn Koesterman
Merged in a post:
Receive New Gift Notifications for Online Gifts only
C
Carolyn Koesterman
Notification option to receive notifications for Online Gifts only instead of all gifts
C
Carolyn Koesterman
Merged in a post:
Filter Email Notifications by Designations/More Robust Notification Customization
A
Agnes Liloia
I think DonorDock needs the ability to customize email notifications beyond responding to price. This issue came up for me in that I've received a large amount of email that I cannot filter. I think DonorDock should have more options for choices in this to reduce inbox clutter and increase ease of use and accessibility.
C
Carolyn Koesterman
Merged in a post:
More specific "new gift notification" Criteria
M
Mikayla Kludt
In looking through suggestions, this may help address a variety of requests. Currently, new gift notifications only have the criteria to "Notify for gifts larger than ___".
Consider personalizing the sorting criteria by allowing badges, account owner, lifetime giving, etc. While someone whose entire role is donor engagement may want to be notified of all gifts over $25, an executive director may want notifications only if someone on their care load makes a donation, or if someone donated over $1000.
Additionally, it would be nice to choose whether new gift notifications are delivered immediately or every day at a certain time, or once a week, or once there are 5 or more gift notifications to deliver.
C
Carolyn Koesterman
updated the status to
under review
L
Luke LeTourneau
I agree in the desire to have a more comprehensive email about the donation received. If more information can be populated about the received donation such as: Something of this nature: You have just received a recurring monthly donation from John Doe for $XX.XX. (For first time donors include the text - This is their first donation). Donor Name: John Doe Donor Email: john@doe.com Campaign: Live Vertical Amount: $XX.XX Donation Interval: Monthly Period: 06/2025 Receipt #: 99999999 Payment Method: Bank ACH Donated At: 06/21/2025 12:42:49 EDT Donor Address: 100 Main Street Springfield, PA 19064 United States Phone: 6105551212
S
Sandra Binns
The whole idea of this system is to save time and make it easy for our admin group - and having to log into the system doesn't make it simple and at a glance. What I need besides the current fields (date, amount and donor) is campaign, appeal and fund to the notice. Also, I would like to be able (from the system) be able to send this email to multiple email addresses who may or may not be users within the system - instead of the clunky bandaid that i now have which is a rule that forwards from my email account- because now these notices come from me and not donordock which is not great.
C
Carolyn Koesterman
"Filter which gift notification emails to be able to select just online gifts from giving pages" (suggested by Jenny on 2022-07-05), including upvotes (1) and comments (0), was merged into this suggestion.
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