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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Customizing your thank you email 2 min read
- Managing your campaign after publishing 3 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay troubleshooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
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Ideali for Donors
- Make a donation through Ideali 3 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
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Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
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AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
- Search custom form answers with Advance Search 3 min read
- Save and reuse searches with Templates 3 min read
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Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
Every time a donor completes a contribution, Ideali automatically sends them a thank you email that includes their transaction receipt. You can customize this email to reflect your organization’s voice and make each donor feel personally acknowledged. The thank you email is configured in Step 8 of the campaign builder. The email begins with a default template that cannot be edited. You can add your own personalized message after the default content.

Adding Your Logo
Your organization’s logo appears at the top of every thank you email, so donors instantly recognize who the message is from. To add or change your logo:
- Click the camera icon next to your name in the top right corner of your dashboard, marked Set up the logo.
- Upload your logo image and save.
Once your logo is set, it is used automatically in the thank you emails for all of your campaigns. You can also update it at any time from your organization profile.
Tip: Use a clear, high resolution version of your logo on a transparent or white background so it looks sharp in every email inbox.
Email Subject Line
You can edit the subject line that donors see in their inbox. The default is “Thank you for Donation” but you can change this to something more personal or specific to your campaign.
Personalizing Your Message with Variables
Use the Variable dropdown in the email editor to insert dynamic fields that automatically pull in real information for each donor. This allows you to send personalized emails without manually editing each one.
The available variables are organized into the following categories:
- Donor — First Name, Middle Name, Last Name, Full Name, Cell Phone, and Email.
- Donation — Campaign Name, Donation Currency, and Donation Amount.
- Invoice — Invoice Number and Invoice Date.
- Organizer — Organizer Name and Organizer Email.
- Other — Current Date and Time.
To learn more about how your organization details appear in donor communications, see Setting up your organization profile.


