Conditional receipts by fund and overlapping rules

Use the Conditional Templates tab to inspect fund/affiliation rules, or New Conditional Email to create an eligible conditional template. Standard templates are separate.

Open Online Giving → Campaigns or Online Giving → Forms, select the campaign or form, then go to Giving Experience → Gift Confirmation Emails → Conditional Templates. In the conditional editor, save with Create Email Template or Update Email Template. For a saved template, use Send Test Email, then Activate Email Template when it should be used. These controls differ from the standard-template editor.

The conditional editor supports designation/designation-group and affiliation criteria for the relevant template type. Configure the intended fund audience, preview and activate the template. The notification selector uses a conditional template only when exactly one active template of that type matches the gift. If none or more than one matches, it falls back to the ordinary template path. Keep conditions mutually exclusive; do not assume the newest matching rule wins. Tier-specific messaging should be designed against donation criteria rather than assuming every tier has its own automatic receipt.