Emails for Online Giving

Confirmation and notification emails are sent after certain online giving activity. Confirmation emails are sent to the donor to confirm their activity, such as a pledge or gift made or a recurring gift scheduled. Notification emails are sent to designated staff, notifying them of certain events, such as a one-time gift made or a recurring gift that has failed.

Templates are provided for these emails. Below are the template names and their use. Especially for confirmation emails, you will need to customize these emails with your church information and with preferred wording. Below the following list of templates are some directions for customizing them.

  • One Time Giving - the confirmation email sent to the donor when a one-time online gift is made
  • Pledge Setup - the confirmation email sent to the donor when they set up a pledge
  • Recurring Giving Setup - the confirmation email sent to the donor when they set up scheduled gifts
  • Recurring Giving Cancelled - the confirmation email sent to the donor when they cancel a scheduled gift
  • Recurring Giving End Date - the notice a donor receives when the end date for a recurring gift approaches (sent seven days before the recurring gift ends)

Customizing the Templates

The templates can be found at Administration > Setup: Special Content on the Email Templates tab. You should customize the logo, text, and URLs. However, ordinarily you should avoid changing or deleting the replacement codes (the codes in curly brackets { } ).

Step 1 - Add your logo

Replace the placeholder logo in the template header with your own church logo.

https://i.tpsdb.com/EmailHeader.png
Step 2 - Personalize the message

Edit the body of the template with the proper wording for an email from your church, but remember to retain the replacement codes. The image below is the body of the One Time Giving template.

https://i.tpsdb.com/EmailBody.png
Step 3 - Edit the URLs

Near the bottom of the template, there a a number of useful links. You will need to modify these to point to your church database and app.

  • View your giving history and print statement In the URL for this link (https://mychurch.app.tpsdb.co/profile/giving), change “mychurch” to your church’s database name.
  • Make a new pledge or contribution In the URL for this link (https://mychurch.tpsdb.com/Give/XYZ), change “mychurch” to your church’s database name and change “XYZ” to the name of the appropriate giving page. If your church does not solicit pledges, modify the text of the link accordingly.
  • View and update profile In the URL for this link (https://mychurch.app.tpsdb.co/profile/information), change “mychurch” to your church’s database name.
  • Download our church’s app for easy account access In the URL for this link (https://mychurch.app.tpsdb.co/), change “mychurch” to your church’s database name.
  • App Store/Goggle Play icons In the URLs for these links (https://mychurch.app.tpsdb.co/), change “mychurch” to your church’s database name.
https://i.tpsdb.com/EmailLinks.png
Step 4 - Edit church address

In the template footer are the replacement codes {church} and {ChurchPhone}. These are defined by administration settings at Administration > Settings on the System tab and in the Church Info section, where you can add this information is necessary.

Update the street address, city, state and zip code with your church’s information.

https://i.tpsdb.com/EmailFooter.png

Video Tour

Below is a short video tour demonstrating how to make the needed modifications to a template.



Latest Update 10/21/2020

Added Recurring Giving End Date template information

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