Skip to content
English
More support
Contact us
  • There are no suggestions because the search field is empty.

Set up automatic mails for your form

Learn how Koalect manages automated email communication.

In each form, there are automatic mails that are sent out when a form is filled out, to specific recipients.

You can enable or disable these mails based on your preference, which include pre-set default messages that can be personalised to give your donor journey a personal touch to make it more engaging.

 

Edit the mail

Follow these instructions

  1. Go to ‘Forms’ > click on the form you want to edit > ‘Mails’.
  2. Click on the mail you want to edit.
  3. Translate the email in the translation section.
  4. Save your edits.

Tip: In the ‘List of variables’ you find useful variables, loops, conditions and filters to further personalise the content of the mail to the recipient.

There are two types of mails:

  • Transactional mails
  • Activation mails

 

Transactional mails

These are triggered when users take an action on your form.

  • Contribution Confirmation: Automatically sent after a donation or contribution is made.
  • Recurring SEPA and CC Mandate: Sent when someone initiates a recurring donation with your organization. This email includes technical details about the monthly payment.

 

Activation mails

These are sent when a specific period has passed or a particular milestone has been reached.

  • Abandoned form: Sent to users who began making a donation but didn't complete the process for any reason.