When you manually add a new donation in Bloomerang CRM, you can select whether to send one of these acknowledgements:
Email — Send an email acknowledgement right after you save the transaction.
Letter — Assign a letter to send. You can also select to generate the letter right after you save the transaction.
Keep in mind other emails that Bloomerang CRM sends:
If you use Journey Automation to automate email acknowledgements, don’t manually send an acknowledgment when you enter a new donation.
If online payment confirmation receipts are enabled, Bloomerang CRM sends an online payment confirmation receipt after processing a scheduled payment.
To add and acknowledge a new donation at the same time:
Add a new one-time donation, recurring donation payment, pledge payment, or membership dues payment.
In the Has This Donation Been Acknowledged Section, select No, Yes, or Do Not Acknowledge.
If you selected No or Yes, select whether to acknowledge the donor now: Letter, Email, or No. The default option is No.
If you selected Letter or Email, select which letter or email to send as an acknowledgement.
If you selected Letter, you can also select Generate Letter on Save.
Click Save. An interaction for the email or letter appears on the constituent's timeline.
To view a copy of the email or letter, click the interaction and then click the Generated Email link.
