How to unsubscribe supporters from Installment receipt email notifications?
Fundraise Up offers flexible options to manage email notifications for recurring donation installments. This feature allows organizations to accommodate different supporter preferences at various levels.
Levels of email notification settings
There are three levels of email notification settings:
- Global
- Campaign
- Recurring plan
By default, all email types are set to Send when an organization account and campaign are created.
Global settings
To disable installment receipt emails globally:
- Go to the Emails section in your account settings.
- Select Do not send for the Installment receipt email notification.
- Save changes.
Changing global settings will update campaign-level settings for all campaigns unless previously customized.
Campaign settings
To disable installment receipt emails for a specific campaign:
- Go to the specific campaign.
- Open the EMAILS tab.
- Choose the Installment receipt email.
- Select Do not send and save.
Campaign settings take priority over global settings.
Recurring plan settings
If campaign settings allow sending installment receipt emails, you can adjust settings for individual recurring plans:
- Open the recurring plan record.
- Click on Edit in the Recurring plan section.
- Uncheck Opted in to installment email receipts.
- Save changes.
If emails are disabled at the campaign level, this option won't be available.
Email settings examples
- Enabled globally and at campaign level: Supporter receives emails unless disabled in their recurring plan.
- Enabled globally, disabled at campaign level: Supporter doesn't receive emails; can't be changed in recurring plan.
- Disabled globally, enabled at campaign level: Supporter receives emails unless disabled in the recurring plan.
Related articles
This guide explains how to update a supporter's email address in Fundraise Up. You might need to do this if a supporter entered their email incorrectly during the checkout process.
Important Notes
The
The Abandoned donation reminder email sequence is an automated series of emails sent to supporters who have started a donation but did not complete it, resulting in an Abandoned Donation. This sequence