How to Create Emails for Donation Forms (Admin Guide)

This guide walks you through setting up emails for donation forms using the LevCharity Email Editor. You can configure both donor-facing notifications and internal admin alerts, with full control over triggers, targeting, and message content.

Notification Types #

Donation emails are grouped into two categories:

1. User Notification #

These emails are sent to donors. They use dynamic merge tags like {{donor-email}} to personalize content.

2. Admin Notification #

These emails are sent to internal team members. Admin notifications are configured using static email addresses (e.g., a team inbox or BCC list).

Accessing Donation Emails #

From this section, you can view, create, and manage all email templates tied to donation activity

Go to the LevCharity Email Editor

Select the Subtype: Donation

Main Settings #

These fields are used to define the purpose and classification of your email.

Email Settings #

This section defines when the email is triggered and how it is sent.

Available Actions #

You can trigger emails based on the following donation-related events:

Merge Tags #

Use merge tags to dynamically personalize emails using donor and transaction data. These tags can be used in both subject lines and message bodies.

Attachments #

You can attach files such as:

• PDF receipts
• Acknowledgment letters
• Custom campaign materials

Send Delay #

Optionally, delay email delivery by a set duration (e.g., send 1 hour after donation). Useful for scheduling follow-ups or thank-you messages.

Filters and Targeting #

Restrict email delivery based on donor details or donation context:

Example: Thank You Email to Donor #