Settings

Overview

You can access the Settings tab via the Admin category in the left sidebar.

In this section, you can adjust and customize various general settings for your Donary devices, online donation page and DRM platform.

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Setting Features

Preset Amount

A preset amount is an optional donation value that you define here. These preset amounts will appear across all your Donary devices, online donation page and DRM platform.

Using preset donation amounts makes the giving process easier, faster, and hassle-free.

Each Donary device and platform can display up to six preset donation amounts, with each line representing a different amount and unique title. In example: Zechus of a child $180.

How to customize your preset amounts:

• Enter the desired amount in the Dollar field.

• Provide a Title/Description for the amount. (optional)

• Save your changes.

Add Preset Amounts - Click on image to enlarge

Note: You can set unique preset amounts for each campaign. When configured, the campaign-specific preset amounts will override the general preset amounts defined here whenever that campaign is selected.

This can be done in the Lists category, under the Campaign tab, within each campaign’s card:

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Send Automatic Email

In this section, you can set when automatic emails are sent to donors by default.

Use the toggles to enable or disable automatic emails for each scenario.

Pledge Bills

This applies when a pledge is made. When enabled , an email with the pledge transaction details will be sent automatically.

Payment Receipt

This applies when a payment is made. When enabled , an email with the payment transaction details will be sent automatically.

Send an automatic email - Click on image to enlarge

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Customize SMS messages

In this section, you can customize the SMS/text messages sent in the different scenarios outlined below:

Receipts Message

Here you can customize the SMS/text sent to donors with every receipt issued from your Donary devices and DRM platform. The default message is:

Hi {Donor}, thank you for your donation of {Amount} towards {Organization} {Campaign} campaign. Your support means a lot to us! Your receipt: {Document URL}

You can modify this message as needed, using the “Insert Field Value” dropdown to select different variable options.

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SMS Pledge Bill Message

Here you can customize the SMS/text sent to donors with every pledge message from your Donary devices and DRM platform. The default message is:

Hi {Donor}, you pledged {Amount} to {Organization} {Campaign} campaign! Complete your donation now: {Document URL}

You can adjust this message as desired, using the “Insert Field Value” dropdown to choose different variable options.

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SMS Statements Message

Here you can customize the SMS/text sent to donors with every statement from your Donary devices and DRM platform. The default message is:

Hi {Donor}, you pledged {Amount} to {Organization} {Campaign} campaign! Complete your donation now: {Document URL}

You can update this message as needed, using the “Insert Field Value” dropdown to select different variable options.