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Customized Acknowledgement Letters for Campaigns and Impact Areas

Stefania
  • Updated

In your account's Organization Settings, you have the ability to customize the Receipts and Letters that are sent out to your Contacts, at an organization level. We talk about this in great detail in our Setting up your Receipts - Acknowledgement Letters article.

 

In the upcoming weeks, we'll be introducing a brand new feature that will allow you to customize the Receipts and Letters for your Donation or Revenue payments, at a Campaign or Impact Area level.

How do I customize the Receipts and Letters for a Campaign?

Navigate to your Campaign > Click on the Receipts & Letters tab > Ensure that the toggle for Logo and Header and/or Acknowledgement Letters is turned on > Click on the grey Edit icons

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How do I customize the Receipts and Letters for an Impact Area?

Navigate to your Impact Area> Click on the Receipts & Letters tab > Ensure that the toggle for Logo and Header and/or Acknowledgement Letters is turned on > Click on the grey Edit icons

receipts11.png

 

What if a payment has both a Campaign AND an Impact Area on it?

If a payment is logged in your account, and it's connected to a Campaign and an Impact Area that both have Customized receipts turned on, Keela will follow a very specific hierarchy when choosing which customization to send.

Keela will send off the customized letter for the Campaign before the Impact Area.  The only way to send off the customized Impact Area letter is to have the associated Campaign's Letters toggled off. 

 

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Where can I get an overview of how Receipts work in Keela (in general)?

You can find a full overview of how Receipts work in Keela in our What are Receipts article.

 

Where can I learn more about the types of Acknowledgement Letters that Keela sends?

You can find full definitions of what each option listed under the Acknowledgement Letters section is in our Acknowledgment Letters article.

 

I have a general question about Receipts - where should I look?

Check out our Receipts FAQs article to read about some of our most frequently received questions on Receipts. If you don't see your question there, feel free to submit the question to our Community and we'd be happy to respond - we'd love to get the article updated!