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Editing Receipt Message

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  • Editing Receipt Message

    Hello,

    I recently took over Salesforce management duties at my work and I am trying to change the receipt message that is being sent out to all C&P event registrants. However, I am finding it difficult to find out where I can edit the message.

    I found the template in the C&P Designer but it says that the "Thank you message in Advanced>Settings tab." I looked through I looked through C&P Settings but didn't see anything that looks like a receipt message. Any ideas where I can look to edit the content of this message?

    I included a screen shot of the email and the template from C&P Designer. I've granted access to Click and Pledge support and our ID is 00Dd0000000gsEP.

    Let me know if you need anything else.

    Thanks,


  • #2
    Good day!

    You have listed 2 receipts:

    The black & while image: System receipt- this is not customizable. The only customization you can do is the organization information. Please go to MESSAGES and the Receipt Header, etc. offers customization for that receipt. See below: Event > Messages

    Please note that the payer may be set to not receive a system receipt by unchecking the box "Send Receipt". The organization always receives a copy of the system receipt regardless of the "Send Receipt" setting.

    Click image for larger version

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    The other receipt you included is the Autoresponder receipt. You have set up an Autoresponder to go out based on a set number of conditions.

    The great receipt may be set up in the C&P Designer. In the Designer you may design any number of email templates, e.g. acknowledgement email, receipt, etc., and then set up conditions for which the selected template is sent.

    To see which template is being sent for what condition please go to: C&P Settings > Autoresponder > Email.

    Hope this helps.

    Let us know if we can be of more help.
    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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    Comment


    • #3
      Thanks for helping! I should be all set!

      Comment

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