This guide explains how to configure automated email notifications for standard fundraising campaigns in LevCharity. These notifications can go to donors or internal staff, depending on your configuration.
Where to add an email rule #
- Go to Manage > Campaigns > Add New
Notification Types #
| Type | Description |
|---|---|
| User Notification | Sent to donors using dynamic tags such as {{donor-email}}. |
| Admin Notification | Sent internally to staff via static email addresses (e.g., BCC or CC). |
Email Setup #
- Open the LevCharity Email Editor
- Set the following:
- Type:
email - Subtype:
campaign - Select a valid Action from the list below
Supported Actions #
Only the following actions apply to standard Fundraising Campaigns:
| Action | Triggered When |
|---|---|
| Payment Completed | A donation is successfully processed |
| Payment Failed | A donation attempt is unsuccessful |
| Gift Aid Donation | A donation includes a Gift Aid declaration (UK-specific) |
Main Settings #
| Field | Description |
|---|---|
| Type | Fixed as email |
| Category | Fixed as campaign |
| Title | Internal title used to identify the email |
| User Notification | Set to true for donor emails, false for internal admin notifications |
Email Settings #
| Field | Description |
|---|---|
| Action | Select one of the applicable triggers listed above |
| Send to Email | Use {{donor-email}} for donor notifications, or enter static admin addresses |
| From Name | Sender name (e.g., LevCharity) |
| From Email | Sender address (e.g., [email protected]) |
| Reply To | Address for replies |
| BCC | Optional list of internal recipients |
| CC | Optional secondary recipients |
| Subject | Email subject line; merge tags supported |
| Message | Email body content; supports HTML and merge tags |
Merge Tags #
These dynamic placeholders personalize your email content.
| Tag | Description |
|---|---|
{{first-name}} | Donor’s first name |
{{last-name}} | Donor’s last name |
{{full-address}} | Donor’s mailing address |
{{amount}} | Donation amount |
{{amount-less-fee}} | Amount after transaction fees |
{{currency}} | Currency used for the donation |
{{card-last4}} | Last four digits of the donor’s credit card |
{{campaign-name}} | Name of the campaign |
{{donor-email}} | Donor’s email address |
Attachments #
You can upload and attach files to the email, such as:
- Donation acknowledgment letters
- Thank-you messages
- Manual receipts (PDF or other formats)
Send Delay #
You can choose to delay the delivery of the email based on timing preferences:
- Immediately after donation
- 1 hour after donation
- 24 hours after donation
This is helpful for batching messages or follow-ups.
Filters and Targeting #
Use filters to control when and to whom the email is sent:
P #
| Filter | Purpose |
|---|
| Posts Include / Exclude | Send only for selected campaign products or IDs |
| Countries Include / Exclude | Limit by donor’s country of origin |
| Currencies | Target by donation currency (e.g., USD, EUR) |
| Languages | Send different emails based on the recipient’s preferred language |
Example: Donor Thank You Email #
| Field | Example Value |
|---|---|
| Title | Campaign Donation Confirmation |
| Action | Payment Completed |
| User Notification | Enabled |
| Send to Email | {{donor-email}} |
| From Name | LevCharity |
| From Email | [email protected] |
| Subject | Thank you for your donation of {{amount}} to {{campaign-name}} |
| Message | Dear {{first-name}}, Your donation of {{amount}} to {{campaign-name}} has been received. We deeply appreciate your support. |
