Development Communication Survey

The following survey will provide our Implementation Team with details necessary to set up your PatronManager account and to tailor your training sessions to your organization's needs. This survey should take approx. 20-30 minutes to complete.

Organization Information

Organization Name

First Name

Last Name

Internal Notification Preferences

Donation Administrator Name

The Donation Administrator is the individual at your organization that will receive emails when a new online donation is received. This person is usually in charge of making sure online donations are added to the database correctly. This must be a user in the system, so please designate someone with login access to PatronManager.

The Donation Administrator will be notified when an online donation is received. Please list any additional events that should trigger a notification for any users at your organization:

Outbound Communication Preferences

From which email address would you like your donors to receive confirmation emails?

Please note: This must be a current and valid email address. Due to Gmail security policies being incompatible with aspects of Salesforce.com, email addresses ending with @gmail.com may not be utilized for the email from which your patrons receive their confirmation emails.

Display Name

This is the name that will appear in a patron's inbox.

Donation Confirmation Email (Standard)

Default Message:

Dear {Salutation} {FirstName} {LastName},

{Your.Organization.Name} would like to thank you for your generous donation of {Amount}. This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.

Custom Message

Recurring Donation: First Donation Received

Default Message:

{!Today}

Dear {Salutation} {FirstName} {LastName},

{Your.Organization.Name} would like to thank you for your generous recurring donation of {RecurringAmount}. Your credit card has already been charged for the first payment, and will automatically be charged {RecurringAmount} on a {Frequency} schedule on the same day of the month that this Donation was submitted. You will receive confirmation via email for each subsequent payment. To make changes to the schedule or cancel future payments, please contact {Your.Organization.Name}.

This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.

Custom Message

Recurring Donation: Subsequent Scheduled Donations Processed

Default Message:

Dear {Salutation} {FirstName} {LastName},

{Your.Organization.Name} would like to thank you for your ongoing support. Your credit card has been charged {RecurringAmount}, as per the {Frequency} schedule of your recurring donation. To make changes to the schedule or cancel future payments, please contact {Your.Organization.Name}.

This email serves as your receipt for income tax reporting purposes. Please note that no goods or services have been provided in return for this donation.

Custom Message