Donor Facing Automated Emails
What your donors will see in their inbox.
iDonate sends automated emails to donors based on specific trigger events, such as completed transactions, schedule changes, and ticket activity. The table below lists all donor-facing automated emails, including when each is sent, who sends it, who receives it, and where it can be customized.
| Occurs when... | Sent by... | Received by... | Customized at... |
| Event participant orders tickets | Organization Name | Ticket recipient | GMS Event Management |
| Event participant cancels tickets | Organization Name | Ticket recipient | N/A |
| Event host sends "Update Message" to event participants | Organization Name | Ticket recipients; Organization Notification List | GMS Event Management |
| Ticket order refunded by GMS user | Organization Name | Ticket recipient; Organization Notification List | N/A |
| Ticket order confirmation for non-complimentary (paid) order | Organization Name | Ticket recipient; Organization Notification List | N/A |
| Donor sends EDIT keyword over SMS | Organization Name | Target donor | N/A |
| Recurring schedule created | Organization Name | Target donor; Organization Notification List | N/A |
| Donation completed with an associated advocacy program | Organization Name | Target donor; Organization Notification List | N/A |
| Donation associated with an advocacy program refunded | Organization Name | Target donor; Organization Notification List | N/A |
| Donor cancels all schedules via SMS | Organization Name | Target Donor | N/A |
| Donor requests giving history via SMS | Organization Name | Target donor | N/A |
| Recurring schedule update request triggered by GMS user or payment processing; Payment method expired or will expire within 30 days | Organization Name | Target donor | N/A |
| Recurring schedule update request triggered by GMS user or payment processing; Payment method not expired or expiring | Organization Name | Target donor | N/A |
| Recurring schedule cancelled | Organization Name | Target donor; Organization Notification List | N/A |
| Recurring schedule updated (change emits a system event) | Organization Name | Target donor | N/A |
| Virtuous requests a contact update for donor | Organization Name | Target donor | N/A |
| Donor updates schedules using "Replace Payment Method" | Organization Name | Target donor | N/A |
| Cash transaction completed | Organization Name | Target donor; Organization Notification List | GMS Campaign Management |
| Non-cash transaction completed; NONCASH_SURVEYS enabled | Organization Name | Target donor | GMS Campaign Management |
| Gift Card transaction completed | Organization Name | Target donor | GMS Campaign Management |
| Stock transaction completed | Organization Name | Target donor | GMS Campaign Management |
| Transaction refunded | Organization Name | Target donor; Organization Notification List | N/A |
| Gift Card transaction approved | Organization Name | Target donor; Organization Notification List | N/A |
| Vehicle transaction status set to pending | Organization Name | Target donor; Organization Notification List | N/A |
| Other (or pledge) transaction status set to pending | Organization Name | Target donor; Organization Notification List | N/A |
| Stock form data entered | Organization Name | Target donor; Organization Notification List | N/A |