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  • Fundraiser donation notifications

    Is it possible to send a notification email to a fundraiser when a donation is made on their page and include the name and email address of the donor? Thank you.

  • #2
    Good day @jhobbs

    Yes, the fundraiser will receive the notification email when a donation made on their page based on the fundraiser receipt settings you have defined in Receipt Settings in CONNECT.

    In CONNECT fundraiser receipt settings you can define the template and in the template you can add the elements you want:


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    Here is the KB article of the Receipt settings in CONNECT: https://support.clickandpledge.com/s...nnect-receipts

    Hope that helps. Please let us know if we can be of any further assistance.
    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/
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    • #3
      This is great, thanks for that. One question: is there a way to prevent the receipt from being sent to fundraisers when the patron checks the Anonymous checkbox? Or is there any logic in the receipt template that could remove certain merge fields if Anonymous is checked?
      Thank you.

      Comment


      • #4
        Good day @jhobbs

        As of now, it is not possible to prevent the receipt to send out nor do we have certain conditions in the case of Anonymous.
        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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