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  • Modifying receipt e-mail

    Hello,

    Is it possible to modify the receipt e-mail from a FaaS site? We enjoy the ease of payment processing that Click and Pledge has offered us, but we would like to give our donors a more personalized experience with their completed donation.
    We're not looking to add any fancy formatting, maybe just a brief message at the beginning of the e-mail and our logo.
    I would include a link to our donation form, but we haven't put the site live yet.

  • #2
    Good day!

    Customization is limited but definitely no LOGO or image can be added. Images increase the probability of the receipt getting caught as spam & as a result we don't allow images. Of course you can add a PDF document to be added as part of the receipt - organizations always use the PDF attachment (cover sheet) for personalizing the receipt with a letter.

    To customize the text you can add it to the Address / Organizational information text box for the checkout page being referenced as WID in the FaaS code. The address / organizational information will be added to the receipt and a text in there will also show in the receipt.

    Please note that a receipt is really a payment acknowledgement to be used for tax records and you don't want to add long text to force the page print in 2 or more pages. Just a word of caution!
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Thank you for the clarification. How would we go about attaching a PDF?

      Comment


      • #4
        Follow the steps as listed below:
        1. Login to the administrative portal
        2. Click on the EDIT (Pencil) for the checkout page used as the WID for the FaaS form.
        3. Upload a PDF for the Coversheet
        4. Click on the Next to go to the next page

        Click image for larger version

Name:	Coversheet.jpg
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ID:	15023
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Could someone please elaborate in step-by-step detail how to accomplish this? The earlier posts in this thread are years old and outdated. The auto-receipt notification contains our old address (we moved recently), and I'm a C&P portal novice. We have some template for information that's been in place for some time now but I don't know where or how to get to it, let alone modify yet. All I want to do is change some information on the auto-generated receipt. Could someone please point me in the right direction SOON?
          Last edited by [email protected]; 12-17-2014, 07:39 AM.

          Comment


          • #6
            Hi -- I would like to change the address on our receipt, like this customer. But I can't follow the same instructions since I have a custom form. Can you tell me how I can make that change?

            Comment


            • #7
              Good day!

              Custom forms reference a WID. If you look at your code you should have a node such as:

              <input type="hidden" name="WID" id="WID" value="39588" />
              as discussed in the manual: http://manual.clickandpledge.com/For...pt_Information

              The WID refers to a reference checkout page in the Portal.

              Click image for larger version

Name:	368-CheckoutPage-WID.jpg
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ID:	15599

              The Organization information for that page is what shows up in the receipt.

              Click image for larger version

Name:	367-ReceiptInfo.jpg
Views:	1
Size:	83.6 KB
ID:	15598

              Please let me know if this answers your question.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment


              • #8
                Cannot find WID

                Hi -- This doesn't not work for me. In my web site's code it says: <iframe src="https://secureform.cloud.clickandpledge.com/25900/1/" width="800" height="2900" frameborder="0" scrolling="auto" align="left"></iframe>. I do not have a WID there that I know of. This form was designed by one of your designers/coders there at C&P.

                Will that checkout page definitely be in our portal even if it's custom?

                Jennifer


                Originally posted by Support.Department View Post
                Good day!

                Custom forms reference a WID. If you look at your code you should have a node such as:

                <input type="hidden" name="WID" id="WID" value="39588" />
                as discussed in the manual: http://manual.clickandpledge.com/For...pt_Information

                The WID refers to a reference checkout page in the Portal.

                [ATTACH=CONFIG]1485[/ATTACH]

                The Organization information for that page is what shows up in the receipt.

                [ATTACH=CONFIG]1484[/ATTACH]

                Please let me know if this answers your question.

                Comment


                • #9
                  Please answer 3 day old question

                  Can you please answer this question? 3 days old. My account # is 25900.

                  Originally posted by jenberger View Post
                  Hi -- This doesn't not work for me. In my web site's code it says: <iframe src="https://secureform.cloud.clickandpledge.com/25900/1/" width="800" height="2900" frameborder="0" scrolling="auto" align="left"></iframe>. I do not have a WID there that I know of. This form was designed by one of your designers/coders there at C&P.

                  Will that checkout page definitely be in our portal even if it's custom?

                  Jennifer

                  Comment


                  • #10
                    Good day!

                    Sorry we missed this- Your form appears to be designed by us and is hosted as part of our client services forms.

                    I reviewed your code and your WID is 69288

                    Click image for larger version

Name:	368-WID.jpg
Views:	1
Size:	80.1 KB
ID:	15608

                    Please make sure that you do NOT delete that form as if deleted your site's form will no longer work. The WID refers to a reference page which the form uses.

                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment

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