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C&P New Designer templates - printing

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  • C&P New Designer templates - printing

    I just viewed the live webinar (now recorded) with Cloud 4 Good and Click & Pledge about the newly released version of C&P. In the webinar there was a view that showed a lot of receipt templates. However, I had a hard time finding them in my C&P integration because I was choosing the Receipt category instead of the General catagory. That made all the difference. Under the General category I see 2 layout templates for Acknowledgement and many for Delicious1. Please write an article about this so others will not be confused.

    My question is, when using a Delicious template, can I remove the "Delicious Mail" logo from the top or do I need to keep it there? I'm assuming I can remove it.

    Also, is there a way for the customer to print the e-mail as a receipt (without all their extra e-mail provider information)? Or to click on a link to an online receipt? Or when they donate or make a payment online from a C&P form, can they then print a receipt from there?

    Thanks.

  • #2
    Good day Shari,

    Replies to your questions:

    ... when using a Delicious template, can I remove the "Delicious Mail" logo from the top or do I need to keep it there? I'm assuming I can remove it.

    REPLY: The images are all holders and may be fully customized. There is no limit to what you may do there. It is a complete HTML designer.

    ..., is there a way for the customer to print the e-mail as a receipt (without all their extra e-mail provider information)?

    REPLY: You may select an option to convert the email as PDF and attach it to the receipt. So the user may simply print the PDF document version. You can also attach your own PDF to the receipt to go out as additional information.

    Hope the above answers your questions. 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/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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