Learn how to add a transaction summary to a campaign email in this step-by-step guide.
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Content
Adding a Transaction Summary to a Campaign Email
Instructions
Adding a Transaction Summary to an Email Campaign Email
The Transaction Summary table is a feature that is only available in an email campaign email. It adds more detailed information than can be included with an email token. In this example, we will add transaction summary information to show the constituent’s total transaction amount, transaction count, and tax-deductible total, along with the amount and date for each transaction.
1. At the Mission Control Dashboard, navigate to Emails and select Email Campaigns.
2. Select the Action menu for the campaign you want to edit and select Edit Email.
3. The basic details of the campaign display. Select Edit Content.
4. The email content appears. A transaction summary table is one of several types of content blocks you can add to the email. There are already content blocks for the header, body of the message, and footer. You can use content blocks to add a text column, button, video, image, or image with text. Navigate to an empty area of the message and select the blue plus icon. Choose any of the content types listed. For this example we will select Transaction Summary.
5. The new content block has been added. Select Continue to save the change.
6. Now that you saved the email, you may schedule it to be sent at a specific time or send the email immediately. This email does not include an audience. Select Add Audience.
7. Select an audience from the audience dropdown menu.
8. Select Save.
9. Select Schedule and Send.
10. In this case we are sending this email immediately. Select Send Immediately, then Send.
11. The campaign email will be sent to the audience you selected and your audience will receive information about specific transactions within the campaign email.