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Modifying receipt e-mail

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  • CnP.Support
    replied
    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.

    Leave a comment:


  • jenberger
    replied
    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

    Leave a comment:


  • jenberger
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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
Views:	1
Size:	104.3 KB
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.

    Leave a comment:


  • jenberger
    replied
    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?

    Leave a comment:


  • jtanzman@yearup.org
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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
Views:	1
Size:	37.6 KB
ID:	15023

    Leave a comment:


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

    Leave a comment:


  • CnP.Support
    replied
    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!

    Leave a comment:


  • APFTech
    started a topic Modifying receipt e-mail

    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.
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