Before you start
- Sign in with an account that has organization administrator access.
Step 1
Open Emails
Choose the organization Emails area and the relevant thank-you or tax receipt tab.
Step 2
Choose the scope
Review whether the editor applies to the organization or a selected drive.
Step 3
Edit the supported fields
Update the subject, heading, introduction, closing, or other fields offered by the editor.
Step 4
Review the preview
Inspect formatting and organization details in the preview before saving.
Step 5
Save and test appropriately
Save the customization; use a sandbox or controlled recipient for any available test-email action.
What happens next
The saved customization appears in the relevant preview.
Troubleshooting
- A preview is not evidence that a real donor email was delivered.
- Tax wording and organization identification require approved information rather than invented examples.