Site Custom Content

Written by Sydney Henderson

Last published at: July 7th, 2021

The Site Custom Content page allows you to add custom text, and messages, to your Donor Portal, Donation Portal, and other areas in CommunitySuite. This tutorial will describe the available content fields, where they display within the system, and how to edit the information associated with each field. The default site custom content is the last bullet point on the relevant site custom content names that have default content, the merge fields are within the brackets { }.


All of the custom content fields except donation_tax_footer and donation_tax_header are HTML compatible.

ach_grants_email_body

  • HTML content used in the email body sent when a grant is paid by ACH.
  • Default site custom content: ACH payment was processed.

ach_scholarships_email_body

  • HTML content used in the email body sent when a scholarship is paid by ACH.
  • Default site custom content: ACH payment was processed.

ach_vouchers_email_body

  • HTML content used in the email body sent when a voucher is paid by ACH.
  • Default site custom content: ACH payment was processed.

advisor_login_email

  • This is the default email that is sent to a fund advisor when giving them access to the Donor Portal (shown below).
    • CommunitySuite View
    • Email View
      • Note: 
        • You can edit the plain text, but do not edit the text within { }, as these are mail merge fields.
    • Default site custom content: Dear {name}, Use the link below to setup your {site_name} online account info. You will create a password; please put it somewhere you will remember. Contact me if you have any questions or problems. {login_link} Thanks {employee_name}

donation_email_body

  • Default site custom content: {name} {salutation} attached is the tax receipt for your recent donation.

donation_notify_email_body

  • Content in the donation notify email body that is automatically sent out when a donation is posted in CommunitySuite and the Donation Notify email is enabled for a fund holder.
  • Default site custom content: This is a notification that DonationID {{donation_id}} was received for {{fund_name}}
    Donor: {{donor_name}}
    Amount: {{amount}}
    Description: {{description}}

donation_tax_footer

  • If you're not using tax receipt templates, text within the donation_tax_footer field will display within the footer of Auto Tax Receipts.
    • To use this content:
      • Tax Receipt Templates (in System Data -> Site Data) must be turned off.

donation_tax_header

  • Content displays within the body of Auto Tax Receipts.
    • To use this content:
      • Tax Receipt Templates (in System Data -> Site Data) must be turned off.

fundmanager_login_footer

  • This content displays below the login button on the Donor Portal login page.
  • Default site custom content: If you need to reset your password please contact us

fund_statement_email_body

  • This content displays within the body of fund statement emails.
    • To use this content, Statement Type must be set to Email in the fund advisor record.
    • Default site custom content: Fund Statement for {statement_date}.

fund_statement_review_email_body

  • Body of email that system will send when 'completing' a fund statement review.
  • Default site custom content: Fund Statements reviewed for {statement_date}

grant_card_purchase_header

  • Text that goes on the top of the place where you purchase giving cards online.

grant_catalog_closed

  • Text that appears when the grant catalog is not open yet or is over.
  • Content will display within the Donor Portal and Donation Portal if a Grant Catalog is closed.

grant_catalog_header

  • Header text in the grant catalog.

grant_catalog_request_create_header

  • Header text that goes on the top of an online grant request list of grantees.

grant_catalog_request_header

  • Header text that goes on the top of an online grant request list of grantees.

grant_catalog_request_submitted

  • Text after they submit their grant request

grant_letter_email_body

  • Default site custom content: Dear {{name}} {{salutation}} attached is your grant letter.

grant_post_notify_email_body

  • Content in the grant notify email body that is automatically sent out when a grant is posted in CommunitySuite and the Grant Notify email is enabled for a fund holder.
  • Default site custom content: This is a notification that the following grants were paid:
    {{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
    Grantee: {{vendor_name}}
    Payment Amount: {{amount}}
    Description: {{description}}

    {{/foreach grant}}

grant_request_header

  • Content displays in the Donor Portal at the top of the Grant Request page.

grant_request_submit_footer

  • Content displays in the Donor Portal during the review stage of the Grant Request process.

grant_unpost_notify_email_body

  • Content in the email that goes out if a grant payment is deleted and the Grant Notify email is enabled for a fund holder.
  • Default site custom content: Payment on the following grants were reversed:
    {{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
    Grantee: {{vendor_name}}
    Payment Amount: {{amount}}
    Description: {{description}}

    {{/foreach grant}}

memorial_footer

  • Text that goes on the bottom of the memorial notification letter.

memorial_header

  • Text that goes on the top of the memorial notification letter.

nonprofit_directory_header

  • Content displays in the Donation Portal at the top of the Nonprofit Directory page.

online_donation_email_body

  • To use this content:
    • Tax Receipts Templates (in System Data -> Site Data) must be turned off.
    • Auto Tax Receipt (in System Data -> Site Data) must be turned on.
    • You must enter an email in the Auto Tax Receipt Reply To field (in System Data -> Site Data).
  • Default site custom content: Attached is the tax receipt for your recent donation

online_donation_header

  • Content displays within Donate to a Fund tab in the Donation Portal.
  • Default site custom content: Want to give locally? Let our Foundation help.
    The following are funds that welcome public support to meet critical needs in our community.

online_donation_payment_footer

  • Content displays in the checkout stage when a donation is made from the Donation Portal.

online_donation_thankyou

  • Content displays after a donation is made from the Donation Portal.

online_ticket_header

Content displays at the top of the Event Tickets page within the Donation Portal.

online_ticket_thankyou

  • This content displays after an event ticket is purchased from the Event Tickets section of the Donation Portal.

scholarship_letter_email_body

  • Default site custom content: Dear {{name}} {{salutation}} attached is your scholarship letter.