All transaction forms and the email sign-up form send a default confirmation email when someone submits the form. Default confirmation emails have a Receipt purpose and do not mark the transaction as acknowledged in Bloomerang CRM. You can choose to send a custom confirmation email instead. Custom confirmation emails can have a Receipt or Acknowledgement purpose. When you use an acknowledgement email, it marks the transaction as acknowledged in Bloomerang CRM.
Online Giving Forms
One-time Donation
Bloomerang CRM sends a confirmation email to donors who make a one-time donation.
Recurring Donation Schedule
Bloomerang CRM sends a confirmation email to donors who create a recurring donation schedule. The confirmation email includes:
First payment date
Amount
Frequency
Recurring Donation Payment
This receipt sent whenever a payment is processed on a recurring donation schedule. If a donor's first payment is scheduled the same day the recurring donation schedule was created, they will immediately receive two emails—one for the schedule and another for the payment.
Event Registration Forms
Email Sign-up Forms
Membership Forms
Bloomerang CRM sends a confirmation email to donors who join a membership program online. The confirmation email includes:
First payment date
Membership level — The membership level the member selected
Amount — The yearly membership fee for that membership level
Autorenewal method — If the member selected the renew automatically, the payment method appears here. If the member didn't select to renew automatically, the payment method is None.
Frequency — Yearly
If you enable online payment confirmation receipts, Bloomerang CRM also sends a donation receipt when the membership payment is automatically processed. For more information, view Confirmation and Receipt Emails for Memberships.