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  • Automated welcome email to new fundraisers

    Is it possible to automate a welcome email to new fundraisers, just like the email they would get if they were rejected or deactivated?

    thanks,
    Justin

  • #2
    Good day @EPIKproject

    Please note that fundraiser won't receive the email upon Automatic approval. In case of manual approval, while approving the fundraiser, Organization need to select whether or not to send the notification email to fundraiser:

    Example:
    Click image for larger version

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    Hope that answers your question. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you. That is currently how we're doing it. I would request that automated emails for automated approvals be an option.

      Thanks!

      Comment


      • #4
        Good day @EPIKproject

        I have forwarded this to our developers to see the possibilities to include in upcoming releases.
        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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