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More reasonable default email info for receipts

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  • More reasonable default email info for receipts

    Currently, it seems that the default email address used in the company address info section is the "Receipt / Email Notification:", which is the field used to send out the receipts to internal users interested in following donations. In our case (and commonly?), this is a list of internal addresses that is inappropriate to display to the donor.

    It's good that we can override this, but it seems the default should be reasonable, presumably the "Receipt Reply To Email:" field.

    Thanks

  • #2
    Good day!

    I am a bit confused about your question. There are 2 fields addressing emails in the Account Info > Profile section.
    • Receipt Reply To Email
    • Receipt / Email Notification
    Receipt Reply To Email: This is the email address used as REPLY address if a donor replies to the receipt email. This should be a generic email (alias) that forwards to the person in charge of handling such communication. We always recommend an alias since emails stay in donor's mailboxes and if at a later date he/she replies to the email the REPLY TO address needs to be valid and not be an address of an x-employee.

    Receipt / Email Notification: This is the list of all emails that should receive a copy of the receipt for all transactions from all checkout pages. The list allows for emails to be separated by semi-colon.

    The above 2 fields provide a granular way for sending notices and receiving emails from donors.

    If your question is not about the fields I described please provide more explanation and hopefully I can provide a better answer.
    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/
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    • #3
      Thank you, those fields work well as described. My issue is that, for the receipt that is sent out to the donor, where the organization information is displayed, address, email, phone, the email that is used is the "Receipt / Email Notification" by default. This means that donors will see all the email addresses of the people that want to get copies of the receipt. It seems the default for the organization email address displayed on receipts should be the "Receipt Reply To Email", or a separate (new) field.

      Comment


      • #4
        Oh you are referring to the DEFAULT Organization Info in the receipt. That area may be customized by whatever you want through the field titled "Address / Organization Information" for each checkout page.

        The field allows for customizing the address and whatever information you wish to add to the receipt.

        Click image for larger version

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        Please try it and let us know if that solves the issue you are having.
        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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        • #5
          As I mentioned, I understand we can override this, and we have. I'm just passing along a product suggestion that you make the default something reasonable so that overriding isn't necessary for us/others in the future.

          Comment


          • #6
            That makes sense..

            We just have to make sure it does not affect other people as a change in default will have direct effect on everyone's implementation.

            Overall I agree that REPLY TO address may be a better candidate for the information.
            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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            • #7
              I believe the default only gets applied when creating a new donation page, that it wouldn't affect any existing pages. That's the way it seemed to work when I created our pages.

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