Donor Fuse gives you full control to customize the look and content of your donor-facing receipts, invoices, and statements. This guide will walk you through the process of editing templates, using merge tags, and setting up different designs for different campaigns or uses.

1. Go to Settings in the Donor Fuse platform.
2. Click on Templates.

You will see at least one template group—your default group.

• Template Groups allow you to manage different sets of templates.
• You can have just the default group, or create additional groups for special campaigns or funds.
• You can assign a group to a specific campaign (see section 6 below).

1. Click into a template group.
2. Under Email Templates, select the template you want to edit (e.g. Donation Receipt).
3. The template editor will open, allowing you to:
   • Edit the design and layout.
   • Add or change text, colors, and images.
   • Use merge tags to automatically fill in information such as organization name, donor name, donation amount, dates, and more.
   • Add notes, payment instructions, or custom information at the bottom.
   • Change the subject line of the email.

Tip:

• Use the Merge Tags panel to see all available fields (organization details, donor info, donation data, etc.) that can be dynamically inserted into your templates.

1. Under Letter Templates, choose the type (Receipt Letter, Thank You Letter, Statement, etc.).
2. Open the desired template. The editor lets you:
   • Design the look of your PDF attachment that will be sent with emails.
   • Add your logo, change colors, backgrounds, or layout.
   • Insert merge tags, notes, or custom messages.
3. Save your changes. This PDF template will be used for printed or attached documents sent to donors.

• You can fully customize statement templates (e.g. Balance Forward statements).
• Add notes at the bottom or adjust the overall design as needed, using the same editor tools as above.

• By default, all receipts/statements use your default template group.
• To use a different template group for a campaign:
  1. Go to your Campaigns list.
  2. Click Edit on the desired campaign.
  3. Under Advanced Details, select the template group you want to use for this campaign.
• This allows different branding, logos, and information for different campaigns or divisions.

• All design changes are fully customizable: text, colors, images, section layout, and more.
• If you want to revert to the default, simply reset the template.
• If you need help, you can always contact Donor Fuse support—we’re happy to assist with your customizations!

Video Tutorial:
Watch the step-by-step video guide above for a live demonstration of these features!

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If you’re not comfortable with the editor or have questions about template groups, merge tags, or advanced customization, please contact our support team for assistance.