Configure supporter emails
Learn what donation-related emails supporters receive and how to set them up.
The Fundraise Up platform includes email tools that automate receipts, acknowledgements, and notifications for your supporters. These emails are configured at both the account level and at the campaign level.
This article covers account-level email settings — the default settings that apply to all your campaigns. Each campaign can override these defaults with its own email settings. For example, you might want a special holiday campaign to have different email branding than your regular campaigns. To learn more about how to customize emails for specific campaigns, see our article on campaign-level email settings.
Example of an email as it appears to a supporter
Email templates
Fundraise Up sends various emails to supporters based on their donation activity. The table below shows all available email templates organized by category.
Most emails include a "Manage my donation" button that takes supporters to Donor Portal, where they can view their donation history, manage recurring plans, and update their information.
You can disable any email except bank mandate and annual summary receipt emails, which cannot be turned off.
Donations
| When it's sent | Can supporters opt out? | |
|---|---|---|
| Donation in progress | When payment cannot be immediately collected and will take hours or days to complete, depending on the payment method. Once payment completes, supporters receive the appropriate receipt email if enabled. The email content is the same for all payment methods. | No |
| One-time receipt | When a one-time donation succeeds. Includes a PDF receipt if enabled, and a button to review the donation in Donor Portal. | No |
| Donation failed | When a one-time donation fails. Includes a button to retry the donation. | No |
| Donation refund | When a donation is refunded from the Dashboard or due to a chargeback. Includes an updated receipt. | No |
| Scheduled donation | When a one-time donation is successfully scheduled. A separate receipt is sent once the donation processes. Includes a button to Donor Portal. | No |
Recurring plans
| When it's sent | Can supporters opt out? | |
|---|---|---|
| Plan receipt | When the first installment of a recurring plan succeeds. Includes a PDF receipt if enabled, and a button to manage the plan in Donor Portal. | No |
| Installment receipt | When subsequent installments of a recurring plan succeed. Includes a PDF receipt if enabled, and a button to manage the plan in Donor Portal. | Yes — supporters can opt out starting from the second installment email by clicking the opt-out link in the email footer. Organization admins can also opt out supporters by going to the Recurring tab in the Dashboard, selecting the recurring plan, clicking Edit in the Recurring plan section, and unchecking "Opted in to installment email receipts." |
| Installment failed | When a recurring installment tries to process and fails. Includes a button to update payment details. Each installment may attempt to process up to five times depending on frequency and payment method. | No |
| Plan scheduled | When a recurring plan is created with a future start date. Includes a button to manage the plan in Donor Portal. | No |
| Plan canceled | When a recurring plan is canceled from the Dashboard or Donor Portal. Includes a button to reactivate the donation. | No |
| Plan failed | When a recurring plan fails entirely. Includes a button to reactivate the donation by updating payment details. | No |
| Plan updated | When a recurring plan is updated from the Dashboard or Donor Portal. Shows next and future installment details, and includes a button to manage the plan in Donor Portal. | No |
| Plan fulfilled | When all scheduled installments in a recurring plan have been completed. | No |
| Mastercard renewal reminder | Sent 7 days before the next scheduled donation for supporters with annual or semiannual recurring plans using Mastercard. | No |
| Annual summary receipt | Sent in the new tax year to supporters who made successful donations as part of a recurring plan in the previous tax year. One email is sent for each recurring plan. You cannot disable annual summary receipt emails. | No |
Other communications
| When it's sent | Can supporters opt out? | |
|---|---|---|
| Bank mandate | Sent automatically when payment from a bank requires resending payment details and guarantees. The required information is added below the email content. Once payment completes, the appropriate receipt email is sent if enabled. You cannot disable bank mandate emails. | No |
| Expiring card reminder | Sent three times before a card linked to a recurring plan expires. Includes a button to update payment details. Stripe automatically updates expired cards for many card providers, but this feature isn't universally available. | No |
| Abandoned donation reminder | A sequence of 4 emails sent to supporters who started but didn't complete a donation. See the Abandoned donation reminders section below for details. | Yes — supporters can unsubscribe by clicking the "Unsubscribe from reminder emails" link in any email. |
Tribute
| When it's sent | Can supporters opt out? | |
|---|---|---|
| Tribute e-card | Sent to the tribute recipient if the supporter chose to share their tribute by email. Includes the tribute details, either customized by the supporter from Donor Portal or by your organization on their behalf from Virtual Terminal. | No |
| Tribute reminder | Sent to the supporter if they provided a tribute recipient name during checkout. Includes a button to share tribute details by email or postal mail (only methods you offer are shown). | No |
Fundraisers
| When it's sent | Can supporters opt out? | |
|---|---|---|
| Fundraiser started | Sent when a new Fundraiser is created. Includes buttons to share the Fundraiser link on social media or in email, and a button to manage the Fundraiser in Donor Portal. | No |
| Donation received | Sent to the Fundraiser creator whenever a donation is made to their Fundraiser. Includes buttons to share the Fundraiser link and manage the Fundraiser in Donor Portal. | No |
| Goal reached | Sent when a Fundraiser reaches its goal amount. Includes buttons to share the Fundraiser link and manage the Fundraiser in Donor Portal. | No |
| Member welcome | Sent when someone joins an existing Fundraiser as a new team member. Includes buttons to share the Fundraiser link and review it in Donor Portal. | No |
| Member notification | Sent to all existing Fundraiser members when a new member joins. Includes details about the new member and buttons to share or review the Fundraiser in Donor Portal. | No |
When a supporter opts out of installment receipt emails, receipts continue to be generated according to your organization's receipt settings. Supporters can still access these receipts through Donor Portal — they just won't receive them by email.
Supporters cannot opt out of one-time donation receipts. However, you can disable these receipts at the campaign level or account level through email settings.
Abandoned donation reminders
Abandoned donation reminders are a sequence of emails sent to supporters who started a donation but didn't complete it. These reminders encourage supporters to return and finish their donation.
An abandoned donation is recorded when a supporter provides their email through the "Remind Me Later" screen in checkout, exits after entering their email in the personal Information step, or becomes inactive for one hour after entering their email. However:
- The feature requires the "Remind Me Later" screen to be enabled in your Checkout settings.
- Abandoned donation reminders are not sent for cryptocurrency donations.
- No abandoned donations or reminder emails are created in test mode.
The reminder sequence consists of four emails sent at strategic times:
- First email: About 1 hour after the donation is abandoned.
- Second email: 1 day after the donation is abandoned.
- Third email: 3 days after the donation is abandoned.
- Fourth email: 7 days after the donation is abandoned.
When the sequence stops
The email sequence automatically stops if the supporter completes their donation or clicks Unsubscribe from reminder emails in any reminder email.
Admins can also manually stop the sequence for a specific supporter:
- Go to the Supporters tab in your Dashboard.
- Toggle Abandoned donation to filter for supporters with abandoned donations.
- Find the donation and click on it.
- Scroll to the Email sequences section.
- Click Stop.
How to stop sending abandoned donation reminders to a supporter
To enable or disable the abandoned donation reminder sequence, go to Settings > Emails > Other Communications > Abandoned donation reminder.
Upsell in emails
Some Fundraise Up emails automatically include Upgrade Links that upsell supporters on ways to increase their impact. These links allow supporters to increase their recurring donation, start covering transaction costs, or make additional donations — all without re-entering their payment details.
Each link is personalized for the specific supporter and their donation history.
The following emails include upgrade links:
- One-time receipt emails
- Installment receipt emails
- Annual summary receipt emails
- Tribute e-card emails
- Fundraiser donation notifications
Upsell in one-time receipt emails
After making a one-time donation, supporters see an option to set up a recurring donation. The email shows two preset amounts and an Other amount option. When supporters click an amount, they go to a confirmation page where they can set up monthly giving and choose an installment date without re-entering payment details.
Upgrade links section in an email
This option appears when one-time receipt emails are enabled, your campaign accepts both one-time and monthly donations, and the payment method supports recurring donations (excludes crypto, Venmo, and PayPal without reference transactions).
This option doesn't appear for donations with tributes or donations made in test mode.
Upsell in installment receipt emails
Starting with the second installment, supporters see an option to increase their donation amount directly from the email. The suggested amounts are calculated by Fundraise Up's AI based on supporter data.
This option doesn't appear in the final installment email for supporters with plan limits (maximum installments, maximum donation amount, or cut-off date), or in the next two installment emails after a supporter increases their donation.
Upsell in annual summary receipt emails
The annual summary email includes preset amounts that supporters can click to increase their recurring donation. Clicking an amount takes them to a page where they can confirm the increase without re-entering payment details.
Only supporters with active monthly recurring plans see this option.
Upsell in tribute e-card emails
When someone receives a tribute notification by email, the email includes a Make a difference now button. This button opens the donation form with the same campaign as the original tribute, which allows the tribute recipient to make their own donation.
Upsell in Fundraiser donation notifications
When a Fundraiser receives a donation, the Fundraiser creator gets an email notification. This email includes a Donate now button that opens the donation form with their Fundraiser, which allows the creator to make an additional donation to their own Fundraiser.
Card expiration alerts
When a card linked to a recurring plan is about to expire, supporters receive up to three emails with a link to update their payment information.
Many cards are automatically updated when they expire — Fundraise Up works with card issuers and payment networks to get new card details when banks issue replacements. This keeps donations running without supporter action. However, not all banks participate in this program, and the automatic update only works for active recurring plans. The alert emails make sure supporters can update their payment information manually when automatic updates don't happen.
To enable or disable card expiration alerts, go to Settings > Emails > Other Communications > Expiring card reminder.
Mastercard renewal reminders
Supporters who use Mastercard and donate annually or semiannually can receive an email 7 days before their next scheduled donation. This helps supporters anticipate the charge and prevents surprises after long gaps between donations.
This email is only sent for:
- Mastercard-branded cards (Visa, American Express, and other payment methods don't receive this email).
- Annual or semiannual recurring plans (monthly, quarterly, or other frequencies don't receive this email).
To enable or disable Mastercard renewal reminders, go to Settings > Emails > Recurring Plans > Mastercard renewal reminder.
Configure your emails
All email configuration happens in Settings > Emails. The settings are organized into two main areas: account-level customization that affects all emails, and individual template configuration for specific email types.
Account-level customization
The Customization section in the sidebar contains settings that apply to all your emails by default. These settings establish your organization's email branding and appearance.
Account-level customization tab
Sender name
The sender name appears in recipients' inboxes. Use a recognizable label such as your organization's name. Avoid frequent changes to make it easy for supporters to identify emails from your organization.
Sender email
This is the reply-to address in your emails. When a supporter clicks reply in their email client, this address will be pre-populated.
By default, platform emails are sent from noreply@fundraiseup.com. To use a custom sending domain controlled by your organization:
- Enter the sender email address you want supporters to see.
- Click Verify.
- Configure your DNS server with the settings Fundraise Up provides.
- Return to the Dashboard and click Verify again to complete the process.
Primary color
This color defines the style for buttons, borders, links, and other elements in emails. The color selector accepts HEX and RGB values.
Body background
This defines the background color of the email body. The color selector accepts HEX and RGB values.
Header color
This defines the background color of the email header. Since the header contains your logo, make sure there's appropriate contrast between the background color and logo. This contrast should meet WCAG accessibility standards. The color selector accepts HEX and RGB values.
Logo
The logo image displays in the email header. Minimum resolution requirements: 160×160 px. Recommended resolution: 320×320 px.
Logo height
This slider controls the vertical sizing of the logo image. Use this to resize images where the height exceeds the width.
Logo position
Choose the logo position within the email header: left, center, or right. By default, logos are center-aligned.
Text color
This defines the color of body text in emails. Make sure there's appropriate contrast between the body background (which is white) and text color. This contrast should meet WCAG accessibility standards.
Social links
Add links to your social media profiles. You can include Facebook, Instagram, X (Twitter), TikTok, YouTube, and LinkedIn. Enter the complete URL (including https://) for each profile.
Footer background
This defines the background color of the footer area. The color selector accepts HEX and RGB values.
Footer text color
This defines the color of text in the footer. Make sure the color contrast between footer text and footer background meets WCAG accessibility standards.
Footer text
Add custom text to the footer area of emails. By default, we include text that references your organization's tax ID. We recommend you modify this to include your tax ID and any other important or required content. You can use formatting and include links and images.
Individual email templates
The sidebar organizes emails into categories: Donations, Recurring Plans, Other Communications, Tribute, and Fundraisers. Select any email to configure its specific content and behavior.
Most email templates let you personalize the content so each supporter sees their own information. You can add fields like "Supporter First Name," "Donation Amount," or "Donation Date" by clicking a tag button in the formatting toolbar.
Tab for customizing individual email templates
When you select an option from the menu — for example, "Supporter First Name" — it appears in your text as a highlighted field. So if you write "Thank you" and then insert the "Supporter First Name" field followed by "for your donation," a supporter named Alex will see "Thank you Alex for your donation" when they receive the email.
How to personalize emails
Available personalization fields include:
- Organization: Organization Name.
- Donation: Donation ID, Donation Amount, Donation Designation, Donation Designation Code, Donation Date.
- Recurring: Recurring ID, Recurring Amount, Recurring Frequency, Next Installment Date.
- Supporter: Supporter First Name, Supporter Last Name, Supporter Email.
Each email template also includes these configuration options:
Email sending
Select Enabled or Disabled to control whether this email is sent. When set to Disabled, Fundraise Up will not send that email to supporters.
You might want to disable certain emails if you have a separate system for transactional email. However, we recommend you use Fundraise Up's built-in emails whenever possible. These emails have high deliverability rates, designs that render correctly in all modern email clients, and include links that let supporters easily access information in Donor Portal or other areas of the platform.
Subject
The subject line supporters see in their inbox.
Content title
The main heading that appears at the top of the email body.
Image
Some templates include an image field. You can upload an image or leave it blank. The image will be shown below your logo.
Content text
The main body of the email. Use the formatting toolbar to style your text, add links, and upload additional images.
You can also include animated GIFs in the content text. Upload your GIF file through the formatting toolbar the same way you'd upload a standard image. If you need to resize your GIF, verify that the animation still works after you resize it. Sometimes resizing can affect the animation.
Localization
If you've enabled localization for your account under Settings > Localization > Email languages, a Localization option appears in the sidebar. Click it to access translation tools for your emails.
A language selector at the top of the page lets you switch between the languages you've activated for your account. When you select a language, all customizable email fields switch to show content for that language.
Tab for emails localization
You can translate email subject lines, content titles, email body text, and footer text. For social media, you can provide different account links for different languages — for example, if you're a Canadian organization, you can provide separate accounts for English and French-speaking supporters.
After you customize content for a language, supporters who've selected that language will receive emails with your translated content.
Preview and test
Each email template includes a Show preview button. When clicked, a preview window opens and shows the email with your customizations applied.
How to test emails before sending them to supporters
From the preview window, you can click Send test email to send a test version to any email address. Test emails include a test mode heading to help you tell them apart from actual emails sent to supporters.
Sent email history
To view a supporter's email history:
- Go to the Donations, Recurring, Fundraisers, or Supporters tab in your Dashboard.
- Find the specific record.
- Click on the record to open its details.
- Scroll to the Emails section.
- Click on any email subject to view the full email content in a popup window. From the popup window, you can also resend the email if needed.
Where to find emails history
This is helpful for reference, troubleshooting, or to understand what communications a supporter received.