Edit an automatic email

Who can do this Owner, Admin

Change the wording DonorCARE uses in the automatic emails it sends on your behalf — receipts, recurring donation updates, and more.

Before you start

• Some automatic mail always sends and can’t be edited or turned off — login codes, account notifications, and donation receipts themselves. This page is about changing their wording, not whether they go out.

Steps

1. Open Email, then Templates. Stay on the System Emails tab — it’s the default.

2. Under Donor-Facing, choose the template you want to change — Donation Thank You, Recurring Success, Recurring Failed, Recurring Cancelled, Recurring Started, Card Expiring, Card Updated, Win-Back, Campaign Update, or Tax Summary.

   

3. To edit the receipt email itself, use Donation Confirmation above the list instead — it’s managed as a set of named variants (New, Edit, Duplicate, Rename, Set as default, Delete), so you can assign a different one per campaign. The one marked default is used otherwise.

4. Edit the Subject and body. Insert a token by typing it as {{tokenName}} — the editor highlights each one green if DonorCARE recognises it, or red if it doesn’t. Use the token list next to the editor rather than guessing a name.

5. Check the live Preview alongside the editor — it shows your changes filled in with sample data.

6. Select Save. Your wording is used the next time that email sends.

If something goes wrong

What you see	What it means	What to do
A link or line of text is missing from a sent email	A {{token}} was misspelled, or used somewhere it isn’t supported. DonorCARE removes anything it can’t fill in rather than sending it as literal text, so a broken link token silently becomes an empty link	Compare every {{token}} in your template against the list next to the editor, and check the Preview renders it. A token shown in red confirms exactly which one to fix.

Related

• Set up your sender domain
• Send an email campaign
• Read email analytics