Generate mass receipts for large donor batches or create them instantly upon donation entry for real-time processing. Produce receipts directly from list views for added flexibility, and manage receipt numbering to ensure ongoing compliance. Lock donation records once receipted to preserve data integrity, with built-in duplicate receipt checks to prevent errors before they occur.

Produce mass annual statements at year-end or across any custom period, as well as individual donor statements on demand. Design and maintain multiple templates tailored to different campaigns or donation types, and use merge fields to personalise every document with relevant donor details. Configure conditional logic to automatically determine which template or letter is sent based on defined criteria.

Send receipts via email and trigger SMS notifications with a single click, and generate acknowledgment emails alongside receipts in one action. Schedule batch generation jobs to run overnight so high-volume processing happens without manual intervention. Track delivery status for all sent emails and SMS communications, and automatically generate acknowledgments for recurring donations to reduce administrative effort.

Store all generated receipts securely within Salesforce Files for easy retrieval and audit readiness. Enable donors to self-download their receipts through an Experience Cloud portal, reducing inbound support requests. Apply consistent branding and logos across all documents for a professional donor experience, and embed native QR codes on printed statements to provide donors with instant digital access.

Enable online registrations with instant auto-confirmation emails so attendees receive immediate acknowledgment upon signing up. Support free, paid, and multi-tier ticketing structures with fully integrated payment processing to cater to a variety of event formats. Manage waitlists automatically, with the system promoting attendees as soon as a spot becomes available, no manual intervention required.

Track attendee status in real time throughout the event lifecycle, from registration through to attendance. Streamline event-day check-in using QR codes or digital passes for a fast and contactless experience. After the event, capture attendee feedback and survey responses directly within the platform to inform future planning and measure satisfaction.

Design and publish customisable event pages with consistent branding to create a professional and engaging experience for prospective attendees. Keep registrants informed and reduce no-shows with automated reminders sent via email and SMS at configurable intervals leading up to the event.

Automatically sync all event and attendee data with CRM records in real time, ensuring your organisation maintains a complete and up-to-date view of engagement, participation history, and relationships without any manual data entry.