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How to edit the "Confirmation Email" for Issuing a Credit?

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  • How to edit the "Confirmation Email" for Issuing a Credit?

    Hello!

    I was wondering where I can edit the template for the "Confirmation Email" that can be sent when issuing credit for a transaction. I was hoping to spruce it up a bit and add the changes I normally make to automatically be there.

    Thanks for the help!

  • #2
    Good day @joel.goodhart

    Please review Refund a credit card transaction: http://help.clickandpledge.com/custo...-a-Transaction

    There is an option to modify the confirmation email. Hope you are looking for the same.
    Regards,
    Click & Pledge Support Department

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    • #3
      Hi,

      I understand I can edit the "Confirmation Email" by issuing a credit, but I was wondering if there's an option to change the default settings for it. Right now, it says something basic like "Dear Person, a credit has been issued for this transaction for this date."

      I would like to send a refund confirmation that is as polished as a receipt for a purchase. Is there anyway to make the message more sophisticated as opposed to starting off with a basic structure?

      Thanks for responding!

      Joel

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      • #4
        As clarification, I would like the confirmation email to DEFAULT to a much nicer template for a receipt. Is that possible? If not, I suppose I'd just have to copy and paste a structure in each time?

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        • #5
          Good day @joel.goodhart

          Sorry, as of now it is not possible. That is the standard message for issue credit. Yes, you may need to copy and paste each time.

          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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