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Can I share the donation receipt via WhatsApp or SMS rather than Email?

Yes. You can share donation receipts with donors through your preferred communication channels.

Prerequisites:

  • WhatsApp — You must first integrate your organisation’s WhatsApp Business account with Zoho ERP. Learn More
  • SMS — You can either purchase Zoho SMS Credits or integrate a third-party SMS provider, such as Twilio.

Here’s how you can share receipts through specific channels:

  • Go to Contributions on the sidebar.
  • Click Donations on the top modular bar.
  • Open the donation you want to share.
  • Click Send and select your preferred communication channel:
    • WhatsApp Message to send it through WhatsApp.
    • SMS to send it as a text message.
    • Send Email to send the receipt to the donor’s email address.
  • Click Send.