How to Configure Your Database for Website Integration

1. Setup Payment Processing

If you will be accepting payments on your website, you’ll need to set up Payment Processing. To do this, Please follow the instructions here:
How To Set up Payment Processing

2. Configure Your Database to Send Email

In order to send confirmation emails after a transaction on your website, you’ll need to configure your database to send email. To do this, follow the instructions in this video:
Configure Database to Send Email

3. Setup Email Templates

A. Create Templates
After you have configured your database to send email, you’ll want to create some templates to send after a successful transaction. For donations you might want to send a thank you letter and receipt. For memberships, you might want to send a confirmation email. You get the idea! To do this, follow the instruction here:
Create HTML Template
Create a PDF Receipt Template

B. Test Templates
To test your templates, create a Contact with your email address, then follow the instructions in this video to send the template to yourself:
Send Bulk Email

C. Upload Your Templates
Once your templates have been created and tested, you’ll need to upload them to the database. To do this, follow the instructions here:
How To Upload Templates

D. Tell Sumac What Templates to Use
Now that your templates are uploaded, you need to tell Sumac when to use them. To do this, go to Utilities/Customize Database/Preferences, and navigate to the appropriate tab. For example, on the Donation tab, under the section Website Integration you’ll be able to specify the e-mail confirmation template, and the PDF receipt template.

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