You will have the option to select the primary delivery method for donors who have an email address associated with their Community Member. We suggest selecting email members for this option.
If you have Community Members with missing contact details, meaning your primary delivery method won't work for some people, you can choose a secondary method to use in those cases. Once you have made your selections, you can then take the action required to issue your statements.
Prepare your email
If you have selected to email statements as one of your delivery methods, the email editor will be displayed.
Since Pushpay is sending emails on your behalf, the emails will be sent from a Pushpay domain. Though the "From" email address cannot be modified, the "Reply-to" address is determined by the contact email address previously configured. The email subject and title are both populated based on your statement settings, but can both be edited. Be sure to include your organization name in the email subject so your donors know that the email is from you and relates to their giving without having to open the message.
You can customize the message that will be included in your donor's Giving Statement email. This is a great opportunity to thank them for their generosity and review the work that you are doing together to serve the community. Click the Save button above the text box to save your changes. Your message can contain up to 10,000 characters. You can also add a link to a video hosted on Youtube or Vimeo to your email. Doing so will embed the thumbnail image of the video, and when users click on that image they will be linked to the video in their browser. Adding a video link is a powerful way to reinforce the message of your email.
Once you're done editing your message, click the Send Emails button at the bottom of the page. You will be asked to confirm that you wish to send emails now - click the Confirm button to begin sending.
If you have selected to download statements as your primary delivery method, the download panel will be displayed. Clicking the Download All button will prompt you to download a zip file containing all of your statements. If you have a large number of statements you may have multiple zip files to download.
If you have selected to download statements as your secondary delivery method, the download panel will display once you have begun sending your emails. You can choose to download just the statements for community members without email addresses, or download all statements.