Vision2 Client Success

Maggie Vice

triggered email communications and statements

Instructions to add the from name/email address for donor notifications

Configure the expiring/expired credit card email communication trigger

Configure the returned payment email communication trigger

Configure the recurring payment failure email communication trigger

Send an email confirmation to a donor when a future or recurring gift processes

Improvements for the V2 statement generator

Steps to configure the donor statement template

Steps to create the download page for donors receiving a statement link via email or text

Steps to download a statement for an individual or an organization

Use the V2 statement generator to create a statement run and send statements through a variety of delivery options

Find answers and get help from Intercom Support and Community Experts

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