Announcement

Collapse

Information Needed

See more
See less

How to send Thank You email to donor after donation is posted

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • How to send Thank You email to donor after donation is posted

    I am using the NPSP and C&P PaaS in SalesForce to manage donations and accounts. C&P correctly posts new donations form our online Faas Form to SalesForce and that's all working correctly. However, I want to set up an AutoResponder to send a Thank You email to the DONOR after a new donation is received. C&P correctly sends a receipt to the donor email - that's always worked. Now I want to follow up after the receipt with a custom Thank You email.

    So far the AutoResponder from SalesForce is not working to do this. I'm pretty sure I followed the guidelines correctly: email template, tags, etc. - only conditions are "Credit Card" and "Authorized". I really need some help with this now. Maybe I don't understand the actual function of this app.

    Questions I have:

    What's the difference (pros-cons) between having C&P send versus SalesForce send?
    Who is the payee? This does not sound like the DONOR to me

    Bottom-line: How can I send a Thank You separately after the receipt (automatically)? Maybe another SalesForce add-on?

  • #2
    Good day!

    The autoresponder should work with any problem. If you wish to join the Office Hour one of our support engineers can walk you through it given enough time. The daily live support is best suited to walk you through this. We can also reply to you in this form and resolve any issues you may have.

    Answer to your questions:

    Question: What's the difference (pros-cons) between having C&P send versus SalesForce send?

    REPY: The system receipt is one size fits all receipt with not much customization. It is a standard receipt. In Salesforce you may use the Designer and design anything you want to be sent as an acknowledgement letter, receipt, etc. The Salesforce autoresponder may be set to send the email immediately, after a set number of days (delayed) or a on specific future date. The Autoresponder is quite flexible.

    Question: Who is the payee? This does not sound like the DONOR to me

    REPY: The autoresponder may be set to send email to a static email or the person that has made the payment. The donor is the person that has made the payment but you may use the system with shopping carts, events, etc. and in these scenarios the person that made the payment is not a donor. The term "Payee" refers to the person that has made the payment.
    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


    • #3
      Ok how can we do this? Is there any potential that you would be sharing our MailChimp API and security keys in a public forum? (obviously not but I need to ask). Thanks! let me know next steps...

      Comment


      • #4
        Hi. Where does the "system receipt" live and can this be modified? All I want to do is change our corporate address, contact email and phone info on the existing auto-generated receipt (our corporate headquarters recently moved!). I'm new to C&P and don't know where or how to go about doing this. I've posted a new forum entry and no one has responded, and this one also inquires about the same thing. Please help or provide detailed info on effecting this change!!

        Comment


        • #5
          Good day!

          The system receipt may be modified in several places based on how you have set things up.
          • The default setting is in Portal > Account Info > Profile [the address listed for the organization- this is used as the default for all receipts when no customization is done for each page]
          • The Virtual Terminal heading is in: Portal > Virtual Terminal > Setting
          • Each checkout page also has a receipt information field allowing you to customize it for each checkout page.

          The address information is extremely customizable and each page, application, etc. allow for customization so if you have customized it for each then you have to update it for each. If you have not customized it in each page then the default comes from the Profile address.

          Please let me know if this helps.
          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

          Working...
          X