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  • Using custom receipts

    Hello,

    I used the C&P Designer to create a new custom receipt for individuals who choose to donate to our organization. When I click on C&P Designer, I see the receipt I created (it's in the Click & Pledge library, and the Template Category is Receipt).

    How would I go about making this receipt the default one for all donations? I tried creating a new Autoresponder, but both the Tags and C&P Template Name dropdowns are empty...

    Any advice on how to proceed would be appreciated!

  • #2
    Good day!

    For a designed email to be sent you need to create an Autoresponder. Based on the conditions you set the autoresponder email will be sent out.

    If you don't wish for the standard email to be sent please login to the administrative portal (https://portal.clickandpledge.com) and go to Account Info > Profile and check the box titled "Do Not Sent Receipt". Please note that this option ONLY applies to the donor and the organization always receives a copy of the standard receipt.

    Hope that 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

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    • #3
      More info about your post- just in case you are not aware of what the Autoresponder is:

      >> App Menu >> Click and Pledge Payement-as-a-Service >> C&P Settings >> Autoresponder defaults:

      After following the above link please follow the steps list below:

      >> App Menu >> Click and Pledge Payement-as-a-Service >> C&P Settings >>Autoresponder

      The Autoresponder is the engine that sends the Designer emails out based on the set conditions.

      Please let us 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

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