Nonprofit Year End Donation Receipt
By Salesforce Labs
- Rating
- 3.5
- Reviews
- 6
- Pricing
- Free
- Listed since
- 2022
About Nonprofit Year End Donation Receipt
Create tables of last year's gifts to include in emailed tax receipts
Send all your donors an email in January listing all of last year's donations to help them prepare for tax season. This tool inserts a grid of last year's won donations into a custom field. Use the template included in the package to email your donors through Salesforce or send through your favorite email marketing tool.
This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7
Highlights
- Creates a table listing date, amount and campaign name (optional).
- Simply include a custom field as a merge field in an email to send it.
- Use the included sample email template or create your own.
Screenshots and videos
Image 1 of 4
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 14, 2022
- Languages
- English