Donations: send a summary of donations

Many non-profits that collect donations also need to send out donation summaries, for tax or record keeping purposes. Now, Levitate can generate a summary of donations by combining the power of donation data on the Donation Board and a new merge field for donations.

How should I set up the send?

First, you'll navigate to the Donation Board. It's an important detail that the Donation board is grouped by Donation and not Donor. You will need to explicitly choose donations, and not just donor by donor. This will allow for donation data to be filtered by date— as some donors have donations logged that span years and years.

Here, I've filtered by a campaign! You can also filter by date, amount, etc:

After filtering, you can cherry pick donations or just choose all. Up to you. I wanted to send a message about all of these donations since they happened in the same calendar year:

Once you've selected the donations you'd like to send a summary of, choose 'Send Email' and go through the steps as you would with a normal campaign setup. You can either choose an existing template or start from scratch. Here's an example of what it'll look like on your end:

If you've ever sent a campaign through Levitate, you've seen the blue box around a field that magically pulls the corresponding data to the contact you're sending to. This is how our donation summary works— it's a merge field. If you aren't familiar with how merge fields work, I would highly recommend checking out the article linked. To add it to your emails, you'll simply type {{donations}}, and the merge field will appear. Since the merge field is sending a different piece of information to each recipient, you will just see the magic blue box merge field.

This merge field will only

To give some context, here is what the recipient sees on their end: