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  • PDF of receipt attached to autoresponder template

    We would like to use the Autoresponder to send out receipts but we need to attach the receipt as a PDF. In the user guide it says we can: http://manual.clickandpledge.com/Sal...-Designer.html

    When we go into the template designer there is no checkbox to attach a pdf version. Is this a setting or has this functionality been removed? It is available on the receipt on a advanced checkout page in the C&P portal. Any idea why we aren't seeing it in designer?

  • #2
    Hi Tony,

    When you go to the section to design the template you will see the PDF. See the following:

    Click image for larger version

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    The designer allows for upload a fixed PDF. The PDF is not dynamic and is a static PDF file that will always be sent.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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    • #3
      Yes, I see the static PDF attachment option. I am looking at the screenshot in the user guide for designer and it's showing a checkbox to include a pdf of the receipt. See image below:
      Click image for larger version

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      • #4
        Tony,

        I see- that manual needs to be updated. We removed the checkbox and simply made it so if you upload the PDF it will attach it and there is no need to further check a box.

        We will adjust the manual and fix it to match the latest release.
        Regards,
        Click & Pledge Support Department

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

        Comment

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