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How to set up Confirmations for your emails

1 min read

Confirmations control what users see—or where they are sent—after a successful checkout, donation, form submission, or registration. Instead of sending an email, this module handles redirection, custom thank-you pages, and tailored follow-up experiences across multiple modules of the platform.


What Are Confirmations? #

Confirmations define post-action behavior for users who complete actions such as:

  • Donations
  • Event registrations
  • Membership signups
  • Campaign participation
  • eCard purchases
  • Equipment requests

Each confirmation can redirect a user to a custom page on your site or to an external URL. Confirmations are tied to specific modules using the Category field.


How to Set It Up #

Navigate to Manage, then select Confirmations, and then click Add New.


How to Set Up a Confirmation #

Click Publish to activate the confirmation

Go to Manage > Confirmations

Click Add New

Fill in the configuration fields as described below


Confirmation Categories #

Each confirmation must be assigned a Category, which links it to a specific part of the platform. This ensures the right confirmation is shown after the correct action is completed.

Category ValueUsed For
defaultFallback or generic confirmation
userGeneral user actions
donationOne-time and recurring donations
subscriptionDonation subscriptions
equipmentDonation equipment requests
campaignFundraising campaigns
p2p-campaignPeer-to-peer fundraising
team-campaignCampaigns with team fundraising
teamsTeam registration and management
eventEvent registration and payment
e-cardSending or purchasing e-cards

Main Settings #

These fields are used to define the confirmation’s behavior:

FieldDescription
CategorySelect which module this confirmation is used for
TitleInternal reference title
Redirect PageSelect a page on your site to redirect the user to after completion
Custom URL(Optional) Toggle on to manually specify an external URL instead of using a WordPress page
Query StringOptional parameters to append to the URL (e.g., ?success=true&type=donation)

Redirect Behavior #

There are two ways to control what happens after the form or checkout is completed:

Redirect Page #

Choose any existing page on your website—commonly used for thank-you or follow-up pages.

Custom URL #

Enable this toggle to enter a full external link (e.g., to a microsite, survey, or third-party platform). This will override the selected WordPress page.

Query String #

Append URL parameters to pass tracking info or trigger dynamic content on the destination page (e.g., ?source=donation123&user=confirmed).


Filters and Targeting #

You can use filters to ensure a confirmation only applies under certain conditions.

FilterPurpose
Posts Include / ExcludeOnly show this confirmation for selected campaigns or events
Countries Include / ExcludeLimit this confirmation to specific countries
CurrenciesOnly apply this confirmation for specified donation currencies

Example Setup: Event Confirmation Page #

FieldExample
Categoryevent
TitleEvent Registration Confirmation
Redirect Page/thank-you-event
Custom URL(disabled)
Query String?status=confirmed&type=event
Posts Include[Event ID: 1024]
Countries IncludeUnited States, Canada
CurrenciesUSD, CAD

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Updated on April 22, 2025
How to setup Subscription emailsHow to set up Event email notifications
Table of Contents
  • What Are Confirmations?
  • How to Set It Up
  • How to Set Up a Confirmation
  • Confirmation Categories
  • Main Settings
  • Redirect Behavior
    • Redirect Page
    • Custom URL
    • Query String
  • Filters and Targeting
  • Example Setup: Event Confirmation Page
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