For checkout forms in Portal, it was possible (or perhaps the default) to include the donor name in the subject line of the receipt email. Where can I customize the subject of a custom receipt sent by Connect? I can only find fields relevant to the body of the email. (This is not the Autoresponder letter.)
Announcement
Collapse
No announcement yet.
Customize Receipt subject
Collapse
X
-
Good day @wtben
No, we don't have the customization for the receipt subject in the Connect nor in the old portal.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 -
Hi there,
Ben was helping me setup donation pages using connect yesterday which is where we came across this issue. The receipt on the old portal had a subject line like "Receipt[$ 30.00] : 60126Z : Jane & Ben Simon173217565841539212376"
Now, receipts are bunching into one conversation with the subject "Receipt Urban Adamah."
The benefits of the old way are two fold. One, they show up as unique emails in my gmail inbox and don't bunch into one conversation. Two, I could tell when a donation from a particular donor came in without needing to open my email.
Any ideas on how to get those benefits using Connect? Those benefits are significant enough that I might need to switch back to the old portal if there isn't a solution in Connect.
Thanks for your help!
ashComment
-
Good day!
Please note that the copy of receipt will send to the Organization which always includes the name of the donor in the subject line but donor won't see his name in subject line except the Organization name to which he donated.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/0F980000000CjpCComment
Comment