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  • CnP.Support
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • lpleva
    started a topic Using custom receipts

    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!
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