Marketing ops: deliver donor receipts after recurring payments

Marketing ops risk donor confidence when recurring receipts fail to arrive. Receipt emails go out as payments post, so donor relations confirm gifts and keep tax records up to date.

Overview

Missing or late donation receipts erode donor trust and complicate tax reporting for marketing ops. This workflow ties each recurring payment to a templated receipt email and an auditable record, so donor relations can confirm gifts quickly and keep tax-ready records. It removes manual email work and reduces follow-ups.

Notable Features

Send receipt emails on payment
Include donation and tax details
Alert donor relations on failures