If you have Email Access enabled, which allows the donors who do not have an account on the site to be able to request temporary access to see their donation history, the Email Access notification will be sent when the donor requests that access from the donation history page. This document will help to explain all the settings found in Donations > Settings > Emails (tab) > Email Access which can be used to edit the email content of the access email sent to the user.

Email Access Settings

Email Subject

Settings Type: Text field
Options: Any email subject.
Default: Please confirm your email for [Website URL]

This setting allows you to customize the email subject line. The subject line supports email tags (see below for an explanation). To avoid spam filters, keep them short and not sensational “You’re a winner!” will likely get flagged as spam.

Email Message

Settings Type: Editor
Options: Any HTML or plaintext message.
Default:

Please click the link to access your donation history on [Website URL]. If you did not request this email, please contact [Admin Email]

{email_access_link}

Sincerely,
[Website Name]

Directly below the Email Message field, you’ll see a list of “Email Tags” that can be used to customize this message along with a brief description of each one.

  • {name} – The donor’s first name.
  • {fullname} – The donor’s full name, first and last.
  • {username} – The donor’s username on the site, if they registered an account.
  • {user_email} – The donor’s email address.

Refer to this article for a full list of available Email Tags.

Email Content Type

Settings Type: Drop-down/select
Options: HTML | Plain
Default: HTML

This setting determines whether the output of the email is plaintext or HTML. Some folks prefer plaintext emails, and this setting can also be used to check deliverability: if HTML is not working, try plaintext.

Preview Email

Settings Type:  Two buttons
Options: Preview Email | Send Test Email

Note: before using either option, be sure to save the settings using the “Save Changes” button at the bottom of the page.

The Preview Email option opens an email in a new browser tab or window, along with a drop-down menu to be able to toggle between recent donations to preview content from those donations as it relates to the sample email.

The Send Test Email option sends a test message to the recipients listed in the “Email Recipients” section above.