Seasonal · Utility template

Year-end giving statement WhatsApp template

Tells a giver their statement for the year is ready to view and print.

What people receive

Hi Mary, your giving statement for 2026 from Grace Chapel is ready. Total given: $2,600.00. You can view and print it here: https://msgorb.com/join/pay/g5h1zp and you can reply to this message if you have any questions.

9:02 AM

The template text

Hi {{name}}, your giving statement for {{item_name}} from {{group_name}} is ready. Total given: {{amount}}. You can view and print it here: https://msgorb.com/join/pay/{{pay_ref}} and you can reply to this message if you have any questions.

Name in MsgOrb’s Built-In Library: “Payment Giving Statement”.

The blanks to fill in

BlankWhat goes in itExample
{{name}}Recipient's nameMary
{{item_name}}Item name2026
{{group_name}}Your organisation or group nameGrace Chapel
{{amount}}Amount$2,600.00
{{pay_ref}}Pay refg5h1zp

MsgOrb fills in each person’s name for you. Links with a code, such as a payment or pass link, are filled in automatically too.

When to use it

  • In January, for the year before, in time for tax returns.

Tips

  • Givers can also text STATEMENT to your number at any time and get theirs as a reply.

Questions

Is the year-end giving statement template Utility or Marketing?

It is written as Utility: a factual notice to someone who already belongs to your group, with no offer, greeting or invitation. Meta makes the final call when it reviews the template.

What does it cost to send?

MsgOrb never charges per message. Meta charges for each template it delivers, billed to your own WhatsApp Business Account: $0.0034 for a Utility message in the US and Canada. Other countries are in the WhatsApp pricing calculator.

Is it already in MsgOrb?

Yes, word for word, in the Built-In Library on the Templates page. “Use this template in MsgOrb” opens it with the wording filled in, so you can change anything before you save it.

All seasonal templates

Send these from your own WhatsApp number

MsgOrb sends each message privately to each person, on a schedule, and collects the replies. Free for up to 60 members.

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