Question

Photo of Matthew Meekins

0

Giving Confirmation Email

2

Is there a way to set up giving on the website to send an email each time someone gives or someone's recurring giving goes through? 

  • Jeremy Turgeon

    Jeremy Turgeon

    Hi Matthew, are you wanting to send an email to the person giving or a specific (staff) person every time a gift is received?

    • Matthew Meekins

      Matthew Meekins

      I would like for it to send an email to the person giving. Like a receipt of the transaction so that they know it's all working correctly.

      • Photo of Jon Edmiston

        1

        We usually configure the email to get sent by the Payment Process (Payflow Pro). Rock can easily sent an email when a one-time payment is made, but reoccurring payments are actually scheduled and processed by Payflow Pro. Rock only finds out about it after the daily download from the processor. We could send it then, but it would be hours later.  Payflow has a setting to send the email. 

        Let me know what you think about this arrangement. We can document it better as is. If you think we need further changes to code recommend what you think that should be. Like is waiting till we get the download of transactions OK?

        • Jeremy Turgeon

          Jeremy Turgeon

          I think it would be helpful for one time gifts to always receive an email immediately after giving like the Pledge Entry block does. Recurring gifts would probably just need a one time confirmation of the gift with any details of how often they've asked to be charged and the amount. Maybe even a link back so they could change the gift or view their profile.

          • Jim Michael

            Jim Michael

            Jon- I was completely unaware that there was an option in Payflow to send a receipt to the customer. This would likely meet our needs, and documenting how to set it up would be useful. That said, I wouldn't be against having a simple ability to have Rock send en email for one-time gifts and when setting up a recurring gift, but it would need to be configurable (able to be turned off) so that those using the payment gateway to send the receipts don't have duplicates being sent for every gift.

          • Photo of Jeremy Turgeon

            2

            There doesn't seem to be any way to notify people who have given.  Not only are there no options in the block settings for emailing recipients, there aren't any email templates for this process.  If you look at the Pledge Entry block it has block settings, a template in System Emails and HTML boxes to modify the output.  Hopefully this code can be replicated for the Giving block.

            I think this is a key feature to implementing true online giving.  Definitely submit a 'New Idea' so it can be added in a future release.

            • Matthew Meekins

              Matthew Meekins

              Ok, thanks. I'll definitely submit that. Can you think of a workaround if we wanted to do it manually? Maybe a workflow trigger that emails a staff member each time an online giving transaction was created so that we could then send the giver an email manually?

              • Jeremy Turgeon

                Jeremy Turgeon

                Yeah, a workflow trigger is your best bet at this point. We have a similar solution for when people sign up for a small group because THAT block doesn't automatically email people either.

                • Arran France

                  Arran France

                  It's worth noting that the small group block will have the ability to email someone in 4.0 (not that I've tested it yet).

                  • Jim Michael

                    Jim Michael

                    I agree that sending a receipt is a necessary feature... and since our current system does this and users are used to it, they would think something was wrong the first time they gave via Rock ;-)