1. Receive a copy of the donor's emails

2. Skip sending the payment confirmation email

3. Skip sending the confirmation email of the recurring donations

4. Skip sending the confirmation email of a CRM Transaction

With the new StockCrowd Messaging service, you can send emails thanking your donors when they carry out important events in your Campaign (a new donation, new signature, etc).

Using this service, the users who donate to your Campaign will receive thank you messages from the email account you set up.

You can also customise the look and feel of the emails you will send!

To configure the Messenger Service of a Campaign you must access the section SETTINGS > Messenger service

Thank you emails for a Campaign will be sent by default through StockCrowd's mail server (SMTP).

That is, if you do not configure your email manager (such as Gmail), donors will receive a thank you email from [email protected].

If you wish, you can connect to your own email provider so that the messages are sent from your server (SMTP). In this case, donors will receive a thank you message from an address like [email protected] where organization.com represents the name of your server (eg @gmail.com, @yourdomain.com, etc..).

❗️❗️ We recommend that you review the messaging settings in your email provider to approve, according to the terms used by your provider, third-party access and/or less secure apps.

To add a new account:

1. Click the button > Add a new account

2. At the step to configure the SMTP email settings, click the button > New SMTP Server

⭐️ What is SMTP?

Simple Mail Transfer Protocol (SMTP) is a TCP/IP protocol used in sending and receiving e-mail. It is typically used with POP3 or Internet Message Access Protocol to save messages in a server mailbox and download them periodically from the server for the user.

Don't worry about the technical aspect of it. You just need to access this information to complete the integration, and we take care of the rest 😉

We will explain how to do it in the next steps.

3. Select your email provider:

4. Fill in the following fields:

5. Click the button > Save to save your configuration.

❗️ You can find the setup information mentioned above in the "client settings" of your email account, or ask your email provider for this information.

For example, if you use Gmail, you can access the Settings section of that account > Forwarding and POP/IMAP > Configure the email client > access the Configuration Instructions provided by Google.

Once your email account has been set up, it will show in the SMTP Mail Servers list:

To activate it, you must click the active account to open the dropdown menu, and select your SMTP server:

After you select the server you want to send the emails from, it will be highlighted in green, confirming your option for this Campaign:

In case you want to check if your configuration is correct, you can send a test email to a recipient of your choice.

To send a test email, click the button > Send Test Email and select your email server:

Click the button > Send to send your test email and check the inbox of the email address to which you have sent the test message.

❗️If you do not receive the test email, please make sure that you have entered the email address correctly, and check your SPAM folder.

By default the sender's name showing up in your thank-you messages will be Stockcrowd:

To customise the sender's name go to Company > Register Data panel and click Edit.

and fill the Contact Person field with the Sender's name of your choice.

The sender's name you have entered will now show in your thank-you messages:

You can edit the settings of the email accounts previously added under the "Options column", where you can:

StockCrowd's new messenger service (integrated with Pegasus) allows organizations to personalise their thank-you messages autonomously.

You will be able to customise the following default templates:

By default, each of these templates is already translated into the following languages (which you can then customise):

To customise, select a template and the language, and click > Review/Edit

In the preview panel you will be able to:

To edit the template you will access the editing panel by clicking > Edit

In the editing panel, you will find:

For example, if the donor fills in the first name field with "Emily" in a donation form, in our thank you message:

will be displayed as:

To change the colour of the header you can do as follows:

1. Click the header and select "Cell properties"

2. Click the "Color picker" box and select the colour you want as your message's header background:

❗️❗️ IMPORTANT! Once your template has been customised, you must click "Publish" for the changes to be activated.

You can add an image such as your logo into the header of the message selecting the header with one click and clicking on insert image.

At this point, once you select the image on your computer,

the image will appear inside the header:

By clicking on “Save” the template will be saved as a draft and the changes will not be visible until you click “Publish”.

You can decide when emails should be sent by accessing Campaign > Settings > Donation box > Data

and select the following options.

Check this option if you want to receive a copy of the email sent to donors.

Once you select this option, a field will be displayed for you to indicate the email address where you would like to receive a copy of the emails.

The confirmation email is sent by default.

If you would like to skip notifying the donors, you can do it by clicking on the option "Skip sending the payment confirmation email"

The confirmation email of the recurring donations is sent by default.

If you do not want to notify the donors -- and remind them -- when every payment is done, you can skip it by selecting the option "Skip sending the recurring payment confirmation email"

The CRM Transaction email is sent by default to donors.

However, you can skip notifying the donor by selecting the option "Skip sending the payment confirmation email in CRM transactions"